How do you define an ideal client in your practice?
Most advisors I speak with have no idea...
If you define them by their net worth, liquid assets, company revenue or size, age or marital status...
Then you should really be asking yourself what differentiates you from other advisory firms?
And if this can relate to you...I am almost 100% sure your subject to the 80/20 rule where the bulks of clients are non-ideal..
And even have already got rid of your non-ideal clients, you are stuck finding a predictable sales process that can allow you to grow strictly with ideal clients
Escape this mouse trap and find out how our SLS Framework can solve this.
Cheers,
