Any growth strategy should start with identifying the clients the firm wants to pursue — but don't worry if they're "ideal." Processing Content "We have to be really clear on who our target clients ...

Identifying and connecting with your ideal client is crucial to the success of your business. Your ideal client is the type of customer or company that perfectly fits your products or services. They ...

Only a fifth of advisers (22%) have developed clear and defined profiles for the type of clients they wish to attract to their business, new research has revealed. NextWealth and Aegon’s latest guide, ...

Only a fifth of advisers said they had developed clear and defined profiles for the types of clients they want to attract to their proposition. According to NextWealth and Aegon’s latest research, ...