12 Days of Marketing – Episode 3 Defining Your Ideal Client

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In Episode 3 of the 12 days of marketing, Matt dives into defining our ideal client. Who fits your mold to enter into the lifelong partnership that takes place between a financial advisor and their client? If you don’t know who you’re looking for, how will you know if you have them? Matt breaks down the key steps to discovering who is perfect for your business, and what it takes to get them.