Peter Lawrence spent 30 years in IT but last year launched his own IFA - Prime Time Financial - and is writing about his experiences. This month: Defining ‘client'
I wrote in April about the challenges of engaging with clients (making matters clear without overloading them with information.) I enjoy advising, and I think I’m getting better at it. But what I want now is clients to advise! But how do you find them? It’s going to be an ongoing issue until I have a client base of perhaps 100 self-sustaining clients. And, like most of the stages I’ve gone through on this journey from IT to IFA, it’s not that easy. The ideal client I have defined my ideal client: 55+, living within a reasonable distance, with a relevant level of assets, needing a...
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