How Video can Impact Your 2023 Growth Strategy
Includes Q&A - with Duncan, Laura, and Sharon
Tuesday, February 21st at 12 pm ET
Top advisors today are using video as a key component in their growth strategy. Digital media has become one of the most important ways to communicate with clients and prospective clients.
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Define Your Ideal Client with Triple-A
2022-02-23 • 2 minute read

To revisit definitions briefly, let’s look at triple-A. The first A speaks to the alignment of the person’s needs with your value. This isn’t about minimums (or even maximums) – it’s not about a number. It’s about alignment. Write out the demographic reality of where the client is in their life. Write out the socioeconomic reality of the complexity of their needs based on being a business owner, professional or executive.

The second A refers to attitude, which, over the lifetime of your working relationship, is actually more important than assets. What is their attitude toward you? Do they focus on what you cost or what you are worth? What is their attitude about empowerment?

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