Finding Your Ideal Client

de Domenico, Ellen
July 2011
Journal of Financial Planning;Jul2011 Practice Management Solutis, p10
Academic Journal
The article focuses on the methods a financial planner can find the ideal client in the U.S. The financial advisers are recommended to define the business and investment style, and to identity the niche. The niche has been viewed important in identifying the ideal client. David Hepburn, the founder of the Mastermind Roundtable Program and owner of Mentoring Your Business, suggests the relevance of providing questionnaire to clients to be able to determine the financial profile of a prospect client. It cites the need for the financial advisers to relay their message in an appealing manner to their clients.


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