Define your ideal client, but know that some won’t be ready for your help.
Undoubtedly, at some point as a financial professional you’ve questioned whether you’re working with the right kinds of clients.
Do YOU know who your IDEAL client is?
At the beginning, you may be more inclined to “work with anyone” especially when you’re trying to find your way in the industry (and keep paying your bills). But over time, other things become clear to you of what you’re willing to deal with, and what you’re not.
Not only are you now concerned that you’re working with people who have money and can afford your services, you’re also probably looking for people who satisfy the other — more personal — side of our business. Ultimately, do you enjoy working with them?
Sometimes, the best way to figure out who we DO want to work with, is to identify who we DO NOT want to work with.
Here are a couple of traits of people you may have identified that you’d prefer NOT working with:
- those who treat your staff (or you) poorly, and who don’t respect your time,
- those who overly-question themselves (or you) and backtrack on their decisions, and
- those who make you cringe when you see their number pop up on your phone.
The reality is that we all want to feel that we work with people who value our services, respect our time, are committed to their future, and who allow us to really enjoy going to work every day.
The quicker we identify who fits the bill, the happier we will be going to work each day.
Still, there will be some people who aren’t ready for the kind of help you can provide them. As a business coach, I see this regularly (yes – even financial professionals have a hard time “being ready” to take proactive measures to better their business).
Chances are, if we are surrounding ourselves with the right kinds of people we inevitably find people who WANT, who NEED, and who are READY for our help.
Do you find that you’re consistently working with the wrong kinds of people? Perhaps you’re in the wrong market, or don’t have a clear path from “introduction” to “client” and want to look at your options of working with federal employees? If so, ProFeds may be the solution you’ve been searching for!
Financial Professionals: Schedule a 30-minute consultation with Chris Kowalik of ProFeds to see if this proven, step-by-step system is right for you.
Ready to get started? The ProFeds Bootcamp is where all of the magic begins! This training program is limited to the first 10 financial professionals who qualify, so reserve your seat today! CLICK HERE for details about our next available class.
About the Author: Chris Kowalik, founder of ProFeds, is the industry’s leading business coach for financial professionals who specialize in working with federal employees. She is a frequent speaker for financial services firms and federal agencies throughout the country.