Broker Check

(Video) Question #5: What is Your Ideal Client?

July 15, 2020

I would certainly make sure to ask an advisor who their "ideal client" is.  This will show who they can help, how they can help and give you a good understanding if you are a good fit.  Is it a 55+ year old Rochester Regional Healthcare Professional?  Is it someone with the New York State Pension?  Is it someone who just received an inheritance?   There are countless examples.   

Without getting into specific audiences, I used the "AAA" analogy in this video (the right ATTITUDE, the proper amount of ASSETS and ADVOCACY).  Advocacy just means that once a client experiences working with their advisor, the client feels compelled to introduce their friends/family and co-workers to that advisor.   As an advisor, it is always a delicate balance between taking on the RIGHT clients and NEVER sacrificing current levels of service to our existing clients.  We hope this helps! 

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