Running a successful financial advisory firm isn't just about growing your client base—it's about attracting the right clients. In this episode, I sit down with Maddy Roche to explore the power of intentional prospecting, refining your ideal client profile, and creating a process that makes client acquisition smoother and more fulfilling. 🚀

Things you'll learn in this episode:

• How to identify and attract your ideal clients 🎯
• The impact of eliminating energy-draining clients 🔥
• Strategies to refine your discovery calls 🗣️
• Setting clear boundaries to maintain efficiency and work-life balance ⏳
• The power of strong branding in creating the right client pipeline 🏆

By the end of this conversation, you'll have actionable insights to elevate your client acquisition strategy while building a firm that feels aligned with your values and goals.

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Connect with Maddy on LinkedIn HERE!

The New Manager Playbook with Lia Garvin
The old rules of management are broken. Get the new playbook for today's workplace.

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