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Optimizing Your Firm’s Marketing Through the Lens of Your Ideal Client

Session Speakers
Session Description

Why attend:
Learn how developing an ideal client persona, and client value proposition, can guide your firm’s marketing in a way that increases referrals and generates new business.

Session details:
Outperforming firms understand that value is defined through their clients’ eyes. They start by identifying the type of client they are best suited to serve so they can leverage marketing to communicate their value to those clients. In fact, firms with a documented ideal client persona and client value proposition attract 26% more new clients and 41% more new client assets.1 Begin the foundational work of defining a strong ideal client persona and applying it to your marketing strategy by learning how to:

  • Develop your firm’s ideal client persona
  • Discover the fundamentals of a strong client value proposition
  • Evaluate your firm’s digital marketing effectiveness with a focus on your website and search engine optimization (SEO)
  • Identify a list of actionable items that will help elevate your firm’s marketing effectiveness to engage clients and attract more prospects

 

12018 RIA Benchmarking Study from Charles Schwab, fielded January to March 2018. Study contains self-reported data from 1,261 firms. Participant firms represent various sizes and business models categorized into 12 peer groups—7 wealth manager groups and 5 money manager groups—by AUM size. Median results for all firms with $250 million or more in AUM. Past performance is not an indicator of future results.

Additional Information
Extended Education Session
1h 30m
Session Schedule