Mar 25 2025 49 mins 10
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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