Welcome to Wealth Matters Consulting’s 3 Minute Marketer series – your rapid-fire resource for mastering wealth management marketing and communications. Discover essential insights in three minutes or less as we tackle the most pertinent topics for busy wealth managers. Our CEO and founder, Rosemary Denney, shares tips gained from decades of working with the most prominent and successful firms on topics related to marketing, business development, communications, brand building, growth and media exposure. Providing you with the resources to deepen client relationships and grow your business.
Before you start any marketing plan, you must know who you are marketing to. In this video, Rosemary explains how you can develop your ideal client profile, which is the type of prospect your firm works the best with. By defining who your ideal client is, your firm will be able to foster better relationships, help clients have a better experience, and, most importantly, make working with clients more enjoyable for you. Get a step-by-step guide on how you can create your ideal client profile by watching today!
As always, if you have any questions about developing your ideal client profile, please do not hesitate to reach out to our experienced team at Wealth Matters Consulting.