Please fill out the form below to sign up for the live webinar
2/16, 2PM EST
Create Your Ideal Client Profile: Optimize Your Client List and Maximize Profitability
The larger your book grows, the less room you have for taking on new clients that don’t give you the greatest return on your time. The “Ideal Client Profile” (ICP) process allows you to identify specific qualities found in investors that you really want to work with and that have the highest value to your firm—information that can then be used to place a filter at your door so that only the best prospects walk through.
FREE Webinar
In this best practices briefing,we will cover:
- The top ten benefits of working with ideal clients
- Five steps to creating an Ideal Client Profile
- Three easy steps to client segmentation
- Creating service level agreements
- and more!
*Includes 15 Minute Live Q&A Session
