Download our Ideal Client Profile Workbook!
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We are well into 2025, and having a clearly defined ideal client profile is no longer optional for wealth management firms—it’s essential. Understanding who you serve best—and why—is the foundation of a marketing strategy that drives real results and builds stronger client relationships.
In our latest video, Carly Augeri, our Director of Strategy and Client Experience, shares expert insights into creating an ideal client profile (ICP). “Your ICP is the cornerstone of your marketing strategy—it helps you focus your resources, attract the right clients and craft content that resonates,” Carly explains.
Other key points include:
- Identifying key client demographics like age, profession and financial goals.
- Understanding client pain points, from managing generational wealth to navigating tax complexities.
- Highlighting your unique value proposition—what sets your firm apart from competitors.
- Using client questions as a roadmap for creating relevant, impactful content.
Carly also offers access to our Ideal Client Profile Workbook, a practical tool designed to help firms refine their strategy and develop content that connects directly with their audience. Click the link to download and start shaping your marketing efforts today!
Not sure where to begin? Contact us, and we’ll help you define your ideal client profile and build a marketing strategy that sets your firm up for success in 2025.