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Try to appeal to everyone … and you’ll appeal to no one

When you first start your financial planning firm, there’s always the danger of trying to walk before you can crawl.

Take marketing, for example.

You want to get as many clients through your doors as humanly possible. So the temptation to try and drum up business from anyone and everyone is natural.

But don’t try to market to everybody … as that’s a pointless exercise that wastes time, energy and money.

People are different. We all like, want and need different things. So not everyone will be interested in what you’re selling.

Worse, you’ll have watered down your message so much, it ends up being bland and imprecise.

That’s why you first need to identify your ideal client – before you start marketing. You can then tailor your message to speak directly to them.

Contact me at if you want to discuss my programs designed for aspiring financial planning business owners.

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