
Who Is Your Ideal Client?
If you don't know who you are looking for,
you won't find them
The Ideal Client Playsheet





After you download and complete this playsheet 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.
Don't be afraid to fall in love with your ideal client.
Our digital strategies are designed to support the needs of CERTIFIED FINANCIAL PLANNER™ Professionals and RIAs.
PLEASE CHECK OUT OUR SERVICES TO LEARN MORE ABOUT OUR PROGRAMS.
The Ideal Client Worksheet





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.
PLEASE CHECK OUT OUR SERVICES TO LEARN MORE ABOUT OUR PROGRAMS.