by Crystal Lee Butler Source: Advisor Perspectives
Whether you’re a small independent advisor or large financial firm, there are 11 key items you need to have on your website. These items will help you reach people more organically and truly connect with your current and prospective clients. I want to share with you what they are and why they are so important.
by Julie Littlechild Source: AbsoluteEngagement.com
Last week I asked a CPA about her target client. She told me (with a hint of pride that she could answer the question with such specificity) that she worked with individuals or families with annual household income in excess of $150,000. And while the answer seemed perfectly reasonable, I had a hard time imagining a less inspiring description of a target client. She had perfectly demonstrated two of the common ‘misses’ when it comes to defining your target market or ideal client. It doesn’t reflect a group of people who are likely to energize and inspire you.