In the financial planning world, success isn’t about working with just anyone – it’s about targeting the right clients who align with your expertise and service model.
For us, the ideal client isn’t just someone looking for financial advice; it’s individuals with a high level of investible assets and financial complexity. Specifically, we target:
- Pre-retirees and retirees with over $1.5 million in investible assets who need specialised guidance in wealth preservation, tax efficiency, estate planning and retirement income strategies.
- Business owners who fit the same financial profile and require assistance in succession planning, tax structuring and investment management for long-term wealth growth.
- Single women, particularly those managing significant wealth, navigating financial independence or transitioning from major life changes such as divorce, inheritance or the death of a partner.
We do this to ensure that we can add value and charge the right fees to enable us to grow as a business.
It starts with the messaging
When targeting high-net-worth individuals, the key is ensuring our branding and messaging resonate with their unique financial needs and concerns. Overlaying the three client categories I mentioned above:
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed volutpat et tortor eget blandit. Vivamus fringilla aliquam mauris a pretium. Sed et quam id elit finibus consequat gravida convallis nunc. Quisque sed facilisis tellus, at tempor quam. Vestibulum dignissim, libero eu auctor pharetra, ante purus pellentesque quam, eu tristique felis velit at enim. Aenean tempus lorem nec turpis lobortis finibus. Aenean sodales sapien felis, nec blandit augue vulputate in.
This is a member exclusive. Sign in or create a free account to continue reading.
Advisely Board
