Who Is Your Ideal Client? 

If you don't know who you are looking for,

you won't find them

The Ideal Client Playsheet

  • Identify your ideal client and strategically attract them.
  • Use your persona's interests to find your prospects. Social networks know what your prospects "Like."
  • By having a persona that you are speaking to you can reflect about their opinions and values.
  • Build a better digital strategy that speaks directly to your ideal client.

After you download and complete this playsheet you will have a digital marketing cornerstone from which you can build.

Your personas can inform every marketing decision, content decision and even help strategize how you want to achieve your annual goals. 

Don't be afraid to fall in love with your ideal client.

Our digital strategies are designed to support the needs of CERTIFIED FINANCIAL PLANNER™ Professionals and RIAs.

PLEASE CHECK OUT OUR SERVICES TO LEARN MORE ABOUT OUR PROGRAMS.

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