The Efficient Advisor: Tactical Business Advice for Financial Planners 258: How to Attract & Identify IDEAL Clients Quickly & Efficiently with Guest Maddy Roche
Mar 25, 2025
Maddy Roche, an executive business coach at XYPN and former director of operations, shares her expertise on attracting the right clients in the financial advisory world. The discussion delves into intentional prospecting and refining client profiles to enhance fulfillment. Maddy emphasizes the importance of setting clear boundaries and managing expectations to create meaningful connections. She also highlights strategies for effective prospect calls and the significance of a strong brand in building a desired client pipeline. Tune in for actionable insights!
AI Snips
Chapters
Transcript
Episode notes
Client Audit for Ideal Clients
- Audit your client base to identify energizing clients.
- Remove energy-draining clients, especially if your business is established.
Identifying Energizing Clients
- Reflect on past client interactions.
- Identify conversations and client types that leave you feeling energized.
Impact of Difficult Clients
- Negative client interactions create residual negative feelings, impacting subsequent interactions.
- Difficult clients often generate less revenue per hour than other clients.