258: How to Attract & Identify IDEAL Clients Quickly & Efficiently with Guest Maddy Roche

The Efficient Advisor: Tactical Business Advice for Financial Planners

Running a successful financial advisory firm isn't just about growing your client base—it's about attracting the right clients. In this episode, I sit down with Maddy Roche to explore the power of intentional prospecting, refining your ideal client profile, and creating a process that makes client acquisition smoother and more fulfilling. 🚀

Things you'll learn in this episode:

• How to identify and attract your ideal clients 🎯
• The impact of eliminating energy-draining clients 🔥
• Strategies to refine your discovery calls 🗣️
• Setting clear boundaries to maintain efficiency and work-life balance ⏳
• The power of strong branding in creating the right client pipeline 🏆

By the end of this conversation, you'll have actionable insights to elevate your client acquisition strategy while building a firm that feels aligned with your values and goals.

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챕터

1. 258: How to Attract & Identify IDEAL Clients Quickly & Efficiently with Guest Maddy Roche (00:00:00)

2. [Ad] The New Manager Playbook with Lia Garvin (00:10:25)

3. (Cont.) 258: How to Attract & Identify IDEAL Clients Quickly & Efficiently with Guest Maddy Roche (00:11:08)