Elementality for Financial Advisors | Elements Financial Vitals System™

Find Your Perfect Client: The Power of an Ideal Client Avatar


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Creating a clear understanding of your target market is crucial for effective marketing so marketers segment by demographics, geography, age, etc. But defining a profile of your ideal client can hyper-focus your marketing. On this Elementality, Abby and Grant Botma of Stewardship Financial look at why there are benefits to creating an “ideal client avatar.”

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Elementality for Financial Advisors | Elements Financial Vitals System™By Jordan Haines, CFP®

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