Accelus Insights:
The Leadership Narrative

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...

Second Article in the Series: Attracting Your Ideal Client Now that you have identified your Ideal Client communities, how do you get known within that community? Obviously you can attend meetings and conferences hosted by the community. You can join the organizations and clubs of your Ideal Client Community and...

First Article in the Series: Attracting Your Ideal Client The groundwork is laid. You hold the keys to begin reaching out to your Ideal Client. Now where do you find them? Go back to your detailed description of your Ideal Client that you prepared a few weeks back. This came...

Sixth Article in the Series: Marketing that Works You’ve invested six weeks in developing a marketing plan that works. Let’s recap some of the key components. Mindset: You know specifically the type of client you want to attract, you enjoy serving them and you like being around them. Guess what?...