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.