characteristics of their clients.

by **Rocket, CFP(R)** » Wed Apr 21, 2010 9:44 pm

I recently read 2 articles in trade magazines that a financial planner's website should clearly state characteristics of their clients. How would you define your potential new clients on a website ???
Also, where did the people go that used to contribute to this dicussion board ????

by **Tristan** » Wed Jul 14, 2010 10:28 am

This question reminds me of the 8 qualities of a wealthy woman that Suze Orman wrote. http://finance.yahoo.com/expert/article ... ters/24202 I'm not sure if these are the exact traits you would want to put on your website, but the explanations are well-written and I'm inspired by the idea of explaining my thoughts on each trait. I like the format and there are some good ideas to be gained from it.
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Tristan Brown / Indianapolis, IN / Dental Insurance Plans / Insurance Guru

by **elevatingyourbusiness** » Fri Dec 03, 2010 3:13 am

Rocket,
What you may want to do some research on would be creating a niche and ideal client profile. Could also be called a "target market". Doing it will say you a lot of time and effort.

There are usually four area you want to take a very deep look at: demographics, technographics, geographics and physographics.

Maria