Start with Who—Define Your Ideal Client Profile
The first step in developing any marketing strategy is to define who you want to attract as a client. It may seem simple, but it is an often-overlooked step. Only by asking the question “Who do we want to serve, and what are their financial needs and concerns?” can you really start to craft an effective marketing message and strategy.
P.S. To define who you want to work with, use our
Client Profiles Worksheet