Advisors are taught to believe you have to find your ideal client, but what if we told you there’s a different approach?
Idea Decanter talks with Elyse Stoner and Angela York, founders of Custom Strategic Marketing for Wealth Advisors about how getting a deeper understanding of yourself can be the key to growing your business!
Cheat Sheet
4:00 Creating a different lens to Marketing
5:00 Looking at yourself to build a better book of business
6:00 Attracting your ideal client
6:55 Standing out from other advisors
8:00 Finding patterns within your business
8:40 Finding what makes you happy
9:00 Knowing who you are and digging deeper to connect with clients
10:00 Discovering Your USP
14:30 How to make advisors shine
15:45 Taking your business to the next level
16:30 Create Your 2.0 Business
19:30 Interviewing clients to get a better idea of your true client base
20:30 What’s KLT?
24:00 Speaking to your ideal client
25:00 Picking up new clients in unexpected places
28:00 Staying in your lane to grow your business
