Ideal Client Persona Builder

The Ideal Client Persona Builder can help your firm identify the investors with whom your firm has the best fit, a process often referred to as client segmentation. 

• Use the Ideal Client Persona Builder before serving a new prospect persona or to determine similar characteristics of your top clients. 
• Think about a group of clients you want to engage and complete the inputs on the front page to summarize its demographics, motivations, financial knowledge/attitudes, interests, and communication preferences. 
• On the back, use your ideal client inputs to map out your approach to planning, investments, client service, and business development.
• Take a client-centric approach to service, retention, and growth.