Do You Know Your Vision Client? An Advisor’s Guide To Attracting Your Ideal Client

It’s time to ditch the outdated belief that ‘more clients equals more money.’ 

There’s a better approach to increasing assets with fewer clients that feels natural, comfortable, and highly effective.

Join Adri Miller-Heckman as she presents her innovative and highly effective approach to attracting more high-net-worth clients organically.   

It all starts with your vision client. This process is not about your minimum it’s about focusing on your vision or ideal client first and building out from there.  This natural process has helped female advisors communicate their value more clearly while attracting more affluent clients without bragging or offending. 

Gain actionable takeaways like: 

  • How to define your vision client
  • How to describe your Wealth Strategy Clients creating stronger connections. 
  • How to implement this system immediately
  • Why everyone must know who you are best suited to help 
  • How to design your service model starting with multi-millionaires
  • And more

Related: Replacing the C-Suite With a Loveseat