Separating Good RIA Firms From Great Ones: 5 Key Principles and Actionable Insights for Growth with Schwab's Lisa Salvi
Between Now and Success
Crafting Precision: The Power of an Ideal Client Persona
This chapter highlights the crucial role of defining an ideal client persona for business success, addressing the paradox of broad targeting due to fear of missing opportunities. It also explores how AI tools can aid in refining this persona, emphasizing the need for cohesive marketing strategies to attract the right clients.
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