News, Vision & Voice for the Advisory Community


10 reasons for advisors to just say no to less-than-ideal clients

Choosing a niche helps identify the ideal prospect

Author Guest Columnist, Maria Marsala February 13, 2012 at 5:58 PM
no description available
Maria Marsala: Change of pace is nice, constantly operating this way will drive you nuts.

Mike Byrnes

Mike Byrnes

February 13, 2012 — 5:18 AM

I agree. Sticking to a written ideal client profile is very important for many reasons!

Mike Byrnes, President of Byrnes Consulting, LLC

PS just tweeted this out at @byrnesconsultin

Maria Marsala

Maria Marsala

February 13, 2012 — 8:34 PM

Thanks Mike for your comment and RT.

For those of you interested in learning how to really add this concept to your practice/business, you may be interested in a free teleseminar this Thursday, Feb 16 “Maximize Profitability & Your Time: Create an Ideal Client Profile” http://www.marketingwithintegrity.com/?p=2511

Sanjay Nautiyal

Sanjay Nautiyal

November 20, 2012 — 1:07 PM

I agree and thanks for sharing a valuable information

Sanjay Nautiyal
Ludhiana India

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo