InvestmentNews.com

Let Hard Data, Not Gut Instinct, Define Your Ideal Client Profile

By John Capuano, Co-Founder of Lone Beacon. In an industry based on facts and figures, why is it that financial advisers base most, if not all their marketing data on "gut instinct"? When asked about a profile of their core client, they rarely base their answers on facts, thinking about their Ideal Client Profile in [...]

2018-11-25T20:02:07+00:00Wednesday, October 18, 2017|InvestmentNews.com, Practice Management, Published Articles|