Who Is Your Ideal Client?
If you don't know who you are looking for, you won't find them
The Ideal Client Worksheet Playsheet!
After you download and complete this worksheet you will have a digital marketing cornerstone from which you can build.
Your personas can inform every marketing decision, content decision and even help strategize how you want to achieve your annual goals.
Our digital strategies are designed to support the needs of CERTIFIED FINANCIAL PLANNER™ Professionals and RIAs.
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