Are You Using This Process to Attract Affluent Clients?

Target Your Ideal Client & Wealthy Prospects Will Seek YOU Out!

If you're like most financial service professionals, you spend the majority of your time looking for new clients--and focusing on higher-quality prospects. Savvy financial advisors have discovered the secret of defining an Ideal Client Profile. Specifically, your ideal clients:

  1. appreciate and value your services (they haven't made a hobby of managing their own finances)
  2. pay what you ask--in full and on time--and never ask for a discount
  3. entrust you to handle a good portion, if not all, of their financial management needs
  4. refer others exactly like them (without you asking), introducing you to influential people in their business and community circles
  5. allow you the personal satisfaction of delivering superior, client-centric service

The Consequences of Ignoring Your Ideal Client Profile

Most of the problems you experience EVERY DAY are a direct result of NOT formulating an Ideal Client Profile. It's a domino effect. Can you relate to the following cascade of consequences?

  • Client turn-over is too high; so you are constantly looking for new clients
  • You spend a lot of time customizing your approach to individual prospecting
  • You have less time for clients you enjoy (or high-end clients)
  • You aren't getting enough referrals
  • You're distracted by high-maintenance, low-return clients
  • Business is tough--a chore--and you're not reaching that number in your head
  • Your marketing and networking are ineffective or have a low ROI (Plus, you hate doing it, and who has time for follow-up?)

Bottom line: You spend too much time looking for clients and not enough time providing top-notch, personal service that shows off your expertise.

How An Ideal Client Profile Grows Your Business

On the flip side of this phenomenon, rewards ripple through your business as a result of creating your Ideal Client Profile:

  • You work with less people, but they are happier and become long-term clients
  • You earn more of their business and more referrals because you have built a solid reputation
  • You spend less time and money prospecting because your marketing attracts great clients and generates positive word-of-mouth
  • You turbo-charge your compensation, meet you goals, and build a valuable business with high market value
  • You'll have more time for vacation, family and friends, your community, and new experiences.

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Will Targeting Affluent Clients Turn Off Other Prospects or Hurt Your Current Business?

Wealthy individuals expect 1) personal service and 2) a higher degree of service. They value the opinions of their friends and contacts more highly than any advertising you can pay for. To get the word-of-mouth and a consistent stream of referrals, you must start by attracting clients who are a good fit with your practice.

Consider your current client base and be honest. "Firing" some of them might be a blessing, right? It may seem counter-intuitive, but being more specific will bring you more business. Simply put, defining an ideal client makes it easy for your clients and contacts to identify and refer othersto you. You won't lose the clients who truly appreciate and value what you provide. (Hint: they're probably already your ideal clients, or at a least not what we call "clients from hell".)

"I don't know the key to success, but the key to failure is trying to please everybody."
-- Bill Cosby

Establishing the traits YOU value in a client will attract prospects that identify with your values. You may have heard the saying, "People do business with people they know, like and trust." When you attract clients with common values, you're on your way to "like and trust". Face-to-face meetings with prospects who fit your ideal client profile generate paying clients and don't waste your time. You build your business strategically, not randomly.

Do You Have Time to Waste?

If you're wondering, "Is this worth my time?" consider how much your time is worth. What would it mean to your bottom line if you could multiply your very best clients? How much time would you save if you could virtually eliminate bad prospects before you've wasted your efforts? Can you spot a bad client from a mile away? Defining your ideal client profile provides you with the tools to do this.

"Aside from forcing us to focus on growing our business, your program provides a logical, compelling, balanced template and your hands-on support was insightful and effective. Despite this tough economic terrain, client satisfaction, client retention, our rates and profits are higher than ever. Our business awareness is clearer. To be blunt, your help in teaching us when to "throw the fish back" and walk away from inappropriate candidate clients has saved us far more than what your strategic business program cost. We are looking forward to continuing to work with you to internalize what you teach. "

--Mike Klasco, Audio Engineer and Nora Wong, COO, Menlo Scientific, Richmond, CA, http://www.MenloScientific.com Read the letter Mike sent us here

Ideal Client Profile Tools Created by a Wall Street Veteran

Large corporations use the Ideal Client Profile (ICP) process to build business with higher-end clients. As a former Wall Street trader and executive of 20+ years, Maria Marsala routinely shares corporate strategies with small business owners and entrepreneurs in the financial sector. The ICP is one of the first trade secrets Maria shares with her clients.

"I personally lost about $20,000 worth of business because I didn't use this process. It was 2002 and I tried to find anything to help--articles, programs, something--but only found one book on niches, which was out of print."
-- Maria Marsala, on creating her ICP program

Maria created a step-by-step system which has been proven effective by many happy clients--even those who have been in business 20+ years--because the program encourages them to ask questions they never thought of before:

"Just reading the workbook makes them look at their business differently. By doing the exercises, they start attracting better clients. When they attend the tele-class, they are able to clarify even more."

A Simple, Yet Powerful Process

You'll create your ideal client profile using our 6-step process that our clients call "enlightening" and "mind opening".

  1. It starts by identifying your "Client From Hell".
  2. Then you determine what your perfect client looks like by answering the predetermined questions we've put together.
  3. You'll end by creating your Ideal Client Profile - a statement to use any time you market, network, or advertise.
  4. We'll provide you with all the templates you need to get it done!

This process is repeatable and once mastered, can be used to create your ideal supplier profile, ideal employee profile, ideal strategic partner profile... and so much more!

Who Will Benefit

Ambitious individuals in positions such as:

  • CEOs/Presidents/Practitioners/RIA's
  • Advisors and Planners
  • Branch Managers, Field Managers, Team Leaders
  • You if you do selling or marketing within the company

About the Trainer

Stategic Business Coach, Planning Strategist Maria Marsala An irrepressible entrepreneur, Maria Marsala started her first business selling AVON at age 14. At age 21, she became a bond trader on Wall Street when female executives were as rare as pink diamonds. Maria spent the next 20 years streamlining corporate operations and generating profits for her employers. For the last 10 years, she has been sharing her expertise and success secrets from Wall Street with entrepreneurs just like you. As a strategic business advisor, Maria is a kick-butt, extremely honest, bottom-line, nothing-held-back, tell-it-like-it-really-is kinda gal. She's as subtle as a steamroller. But you will understand, just like her clients do, that she has your best interest at heart and is here to help you succeed!

P.S. By the time you get through with our "Ideal Client Profile Strategies," you'll want to kick yourself for not taking it sooner. But don't worry about it. You'll be miles ahead of all the other people who waited too long to sign up. So go ahead and register today.

P.S.S. You might be able to invest in your business education and get a tax write-off. (Obviously, you'll want to call your CPA or accountant for specific tax advice...but I wanted to give you the idea. So call them now.)

Three Easy Ways to Create Your Ideal Client Profile

Done With & For You: 1:1 interaction with Maria in person, via Skype or over the phone. Read the workbook and listen to the audios before your scheduled sessions. Then, sit back and answer Maria's questions. Maria coaches you through the exercises, conducts additional research, and provides you with a finished product. It doesn't get any easier (or more productive) than this.

"She is such a great resource. I love the way the woman's mind works. I really do. Because she really listens to what it is you think you want to do and then she says it back to you in such a way that makes you think, 'Now is that really what I meant?', constantly helping you to refine your ideas and refine what you want to do. And then after you have a sense --'OK, this is what I really want to do' -- she is just a font of information. She has resources, resources, resources."

-- Ollie Faison, Atlanta, GA, Technical Writer

Do It With Some Help: Join Maria on an interactive coaching teleseminar to work in a group (offered 4x per year). Read the workbook, listen to the audios, and complete the exercises. During the class, participants refine and improve upon what they have written. This is a rare opportunity to sit in on Maria's response to the various business questions asked by the participants.

DIY (Do It Yourself): Complete your Ideal Client Profile with our workbook, which includes step-by-step exercises and instructions written in her distinct, down-to-earth, tell-it-how-it-is style. You can almost hear the Brooklyn accent.

"...Aha moment! I realized that the reason my business hasn't excelled is because I was just taking anything that came my way. I had no clear vision, no business plan, no marketing tools, and no direction. Maria, you inspire me and my business to be the best we can be. You are a source of inspiration."

Betsy Padilla, Events Planner, Detailed Events, Chicago, IL

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ABC: Attract Better Clients
Menu Of Products & Services
Silver Gold Platinum VIP
Do It Yourself
 Do It With
You		 Done With &
For You
Workbook
Instruction, Exercises, & Stories in the 56 page book		 checkmark picture checkmark picture checkmark picture
2 Spreadsheets
1) Go / No Go
2) Learn From Your Past Clients		 checkmark picture checkmark picture
3 Samples
1) Client From Hell Exercise
2) Profile Stories (2)		 checkmark picture checkmark picture
6 Audios
(1) - Overview (1), Interview (1), Instructions (2), Marketing Uses (1) 		checkmark picture checkmark picture
Template
ICP Bullseye (Visual for Your Office Wall)		 checkmark picture checkmark picture
Assessment
Marketing Smarter		 checkmark picture checkmark picture
Mentor Q & A
Your questions answered in Group Sessions (offered 4-6 times per year)		 checkmark picture checkmark picture
EduCoaching™
One-to-One To Get It Done
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Email Coaching
Up to 20 Emails		 checkmark picture
Client Type Research
Up to 2		 checkmark picture
Marketing Strategies
Up to 5 recommendations		 checkmark picture

PLUS THESE BONUSES
Workbook Updates
Maria strives to keep the workbook up-to-date. You'll receive the updates, too.		 checkmark picture checkmark picture
More Mentor Calls
You may attend the calls yearly and bring your new questions to Maria!		 checkmark picture checkmark picture
More Resources
From time to time you'll receive current ICP news and articles Maria thinks will interest you.		 checkmark picture checkmark picture
Investment* $197 $597 $1,750
Choose

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Travel and lodging fees are not included in prices.

We accept all major cards as well as Paypal. You do not need a Paypal account to purchase. Or call us at 425-440-9659 to place your order.

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I want to make it really easy for you to say "YES" to this program. So, if you need a payment plan to pay for the program prior to attending it, call or email me. This information is so important to financial professions and business owners alike. Whether you're new to business or have been around 20 years, you'll have major breakthroughs as you walk through the process and "see" why you haven't been able to attract higher-end clients who say what they mean and mean what they say!

This information transforms the way you market and network. And the menu of prices provides you with options, no excuses! My 1:1 coaching clients invest four-figures a month to learn this highly sought after information and create marketing strategies to attract better clients. Would you agree that learning how to save time and increase your income is worth every penny you invest?

"She [Maria] really is amazing. She's fantastic. You know, I was able to get her services and it's so funny, every time I talk to her, I hang up the phone, and I say "I really shouldn't be able to afford this woman!" She really is fantastic. I can't say it enough."

-- Ollie Faison, Technical Writer

Set yourself apart from others who share your profession. Prospects will know that you're the one they should work with. If you're serious about attracting more terrific, well-paying ideal clients, then turbo-charge your business with this very supportive, step-by-step program!



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© 1998-2012 Elevating Your Business.com    We are a business and executive management, planning, coaching, and training company focused on helping financial sector leaders earn more, serve more people, and not sacrifice themselves in the process!


Disclaimer: The user experiences displayed on this site are a small sample of the hundreds sent to us through emails or letters by people who have been the customers of Elevating Your Business. However, in compliance with FTC rulings, we cannot guarantee that these results are typical. Our best recommendation is that you try our program for yourself.