Learn how to find, filter, and cultivate the right-fit clients for your practice with Doug Andrew. Discover proven strategies to identify high-value clients, improve your marketing and messaging, and grow your revenue by 10X. Perfect for financial professionals, CPAs, tax attorneys, and more. Get your free copy of Doug’s book and access exclusive resources today!
0:00:00 Introduction
0:01:02 Doug Andrew’s Experience
0:01:55 Identifying Ideal Clients
0:02:24 The 80/20 Rule in Client Management
0:03:09 High-Value vs. Low-Value Clients
0:03:50 Understanding Client Categories
0:04:17 Characteristics of Different Client Types
0:05:00 Marketing Messaging for Ideal Clients
0:05:50 Four Key Questions for Client Profiling
0:06:28 Attributes of Ideal Clients
0:08:17 Expectations of Ideal Clients
0:09:15 Improving Client Relationships
0:10:00 Marketing to Ideal Clients
0:11:00 Proven Methods to Attract Right-Fit Clients
0:12:17 Training Advisors in Client Engagement
0:16:03 Addressing Retiree Dangers: Taxes, Inflation, Market Volatility
0:18:00 Benefits of Indexed Universal Life (IUL) Policies
0:19:14 Characteristics of a Properly Structured IUL
0:20:00 Achieving High Scores in Client Management
0:21:25 Want to learn more? Then get a free copy of my books!
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