Guest Columnist, Maria Marsala

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

Mike Byrnes, President of Byrnes Consulting, LLC www.byrnesconsulting.com 

PS just tweeted this out at @byrnesconsultin

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 &amp; Your Time: Create an Ideal Client Profile” http://www.marketingwithintegrity.com/?p=2511

I agree and thanks for sharing a valuable information

Sanjay Nautiyal Ludhiana India www.loyalwealthmanager.com

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

Maria Marsala: If your firm doesn't have a written social networking usage document, get involved with creating one. Volunteer as a test case.

practice management

Maria Marsala

The RIA business is many good things but integrated from a gender standpoint is not one of them. This is not so great. Women are the majority of humanity and they have an asset-building strategy that can't be beat. Women outlive their beer-and-steak mates and end up with big estates. But today's women have too another strategy -- pursuing wealth in the workplace. Yet when they go to find fellow women to talk all this through with, they don't readily find them. 

Companies big and small have for decades fallen over themselves to say that they have women's initiatives but I can't think of one that has amounted to much. But there are stories-- dozens or hundreds -- of them about women exerting their influence on this business and we are starting to collect them. It's a starting place -- documenting the ground being covered by women in the form of engaging tales graphically depicted by the physiognomy of the fairer sex.

Women of Wealth Management

Choosing a niche helps identify the ideal prospect

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

Mike Byrnes

Maria Marsala

Sanjay Nautiyal

RIABiz Directory

White Paper Postings

Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

Directory

Archives

Connect

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

Mike Byrnes

Maria Marsala

Sanjay Nautiyal

RIABiz Directory

.css-1ry76po{display:inline;font-size:1em;color:#fff;}.css-1ry76po p{display:inline;}.css-1ry76po:hover,.css-1ry76po:focus{color:#c5d9eb;-webkit-text-decoration:underline;text-decoration:underline;}White Paper Postings

.css-1d1ry76{padding-top:12px;padding-bottom:12px;}Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

.css-1wxybbc{display:inline;font-size:1rem;color:inherit;}.css-1wxybbc p{display:inline;}.css-1wxybbc:hover,.css-1wxybbc:focus{color:#c5d9eb;-webkit-text-decoration:underline;text-decoration:underline;}Directory

Archives

Connect

White Paper Postings

Special Sections

Directory