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Message Understanding and talking to your idealclient is one of the foundations for buildinga sustainable financial planning practice. It influences:It is easy to become distracted fromfocusing on your ideal client. Often, youknow who you work best with but struggleto attract more clients. There is also oftenpressure to take on new clients tocontinue building revenue, which candilute this more focused approach.operational workflowsbrand messagingpricingvalue proposition1234Practice ToolkitAttracting your ideal clientWhy is it important?Streamlines your marketingand communication efforts. People will LISTEN to you! It’s simpler!Supports your operationalefficiencies.Helps you to continue lovingwhat you do and spendingtime with the people that youenjoy spending time with.You become the expert!You gain a deeperunderstanding of the needsof your clients.You get more of your idealclients. Centres of Influence,including your current idealclients are more likely to talkabout how you have helpedthem, to other similar clients. Be authentic Your ideal client segment should always closely align with yourvalues and those of your business. How toidentify yourideal client?Who do you love helping?Who can you add the most value to?Can you build trust with these clients?Can they afford your advice?We have a simple one-page tool that you can use for this. (Love what you do – Find your ideal client)
Need more support identifying and implementing a focused ideal client approach?Contact advice@lifespanfp.com.au Emotional connection is fundamental to decision making.Now that you know who you are talking to, you can reframe your digital touchpoints to focuson their needs and problems and how to help solve them.This includes:Build out their personas – if a couple, identify for both.What do you know about them? FOR ADVISERS ONLYLifespan Financial Planning Pty Ltd • ABN 23 065 921 735 • Australian Financial Services Licence Number 229892 Head Office: Suite 4, Level 24, 1 Market Street Sydney 2000 • PO Box Q1917, Queen Victoria Building NSW 1230 • Tel: 02 9252 2000 • lifespanfp.com.au What’s next?Now you know who they are, get to really know them.Practice Toolkit Attracting your ideal clientWhat are their challenges &experiences? Identify the problemsyou can/have solved for them.Where do they hang out? You need to find them wherethey are. Age, marital status, incomeWebsiteBrandmessaging Social mediastrategy How youarticulateyour value toexistingclientsRepresentingyour idealclientDevelopingmeaningfulcontent Goingwhere youridealclients areWhat is important to them? i.e. financial security, spendingtime with family.What worries them when itcomes to money?How do they connect withothers? – social media,networking, fitnessWhat are they looking for inan adviser? – education,proof of results