Target market

The Formula For Positioning Yourself For Ideal Clients

May 29, 2026

“Poor positioning of yourself and what you can achieve for your ideal clients is the number 1 reason for ideal business opportunities not coming to you….” Many professionals experience the frustration of good clients doing…

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A 15 Step Plan For Creating Constant Referrals

June 17, 2025

The best way to generate constant referrals is by having “centers of influence” delivering qualified and interested prospects to you regularly. To do this successfully – especially with a number of COI’s – there 15…

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Target Marketing: The Smart Play For Your Advice Business

May 10, 2024

Target marketing is usually the difference between those firms who get the right sort of clients, and those who just get customers. Clients follow advice, because they value it. Customers engage in transactions. They buy…

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Target Market: You actually need 3 of them…

August 2, 2023

Whenever we talk about target marketing and chasing an ideal client it seems to be assumed that there is just one “right client profile”. Not true. There are usually 3 target market client profiles that…

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Prospecting Tip: Don’t go fishing in the forest

October 2, 2020

If you are looking for a prospecting tip think about this: 1. Relatively few financial advisers are really pro-active marketers, let alone masters of it. 2. The majority of affluent investors hang around with other…

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