Accelus Insights:
The Leadership Narrative

First Article in the Series: Efficiency and Productivity Once you commit to serving an Ideal Client type or two, you can now turn your energies to increasing the efficiency and productivity of your work. In the many conversations that I have with financial advisors, efficiency and productivity is where they...

Since mid-April we have been exploring and developing this concept of the Ideal Client. If you have followed along, you have a well-defined marketing plan for working with clients you enjoy, providing a service they value. You are finding that you have more time in your schedule; that your outreach...

Sixth Article in the Series: Attracting Your Ideal Client The title of this week’s newsletter is a play on words. It is the end of this series on attracting your Ideal Client. Yet, it also represents a concept you need to embrace (I am full of word play today!) in...

Fifth Article in the Series: Attracting Your Ideal Client This is a favorite of many financial advisors; those wonderful Centers of Influence (COI) who are already known, liked and trusted by your Ideal Prospects. A referral or recommendation from them to you can be golden. But how do you stand...

Fourth Article in the Series: Attracting Your Ideal Client We all want referrals, yet few of us have as many as we would like. Why? We don’t ask. We don’t ask because it is awkward and uncomfortable. We think that if the client is truly happy with our service, they...

Third Article in the Series: Attracting Your Ideal Client Here is where the rubber meets the road. It’s one thing to be active, get involved, contribute content and educate your Ideal Prospects. It is another to be consistent in those activities so that you build the bridge of trust that...