FA Sales Tip #11: How to Define an Ideal Client Profile — 3 Things Most People Miss

Do you have a niche, personas or ideal client profiles? If you answered yes, great!

Have you defined these three things: their values, needs and trigger questions? If not, you're missing out.

If you don’t have a niche, persona or ideal client profiles, that's ok! Watch to learn how to develop an ideal client profile.