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.
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