View More
View Less
System Message
An unknown error has occurred and your request could not be completed. Please contact support.
Wait Listed
Personal Calendar
Conference Event
There aren't any available sessions at this time.
Conflict Found
This session is already scheduled at another time. Would you like to...
Please enter a maximum of {0} characters.
{0} remaining of {1} character maximum.
Please enter a maximum of {0} words.
{0} remaining of {1} word maximum.
must be 50 characters or less.
must be 40 characters or less.
Session Summary
We were unable to load the map image.
This has not yet been assigned to a map.
Search Catalog
Replies ()
New Post
Microblog Thread
Post Reply
Your session timed out.
Meeting Summary
The session has been added to your schedule
The session has been removed from your schedule

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
CE-1 hr
Extended Education Session
1h 30m
Session Schedule