Is it possible to have clients that are not Ideal Clients yet, but may be Ideal Clients in the future?

Article ID: 96

Last updated: 20 Nov, 2019

We teach you to build an Ideal Client Community rather than what most advisors have: a mish-mash of exception clients that don’t really provide you the income you need. Keep it simple. They either fit your Ideal Client Profile or they don’t. If they do, they are part of your community. If they don’t, tell them the truth and encourage them find a community where the do fit. Everyone fits somewhere; some people not with you. This is an important step on your journey.

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Commitment to Hire Conversation™ -> Ideal Clients v. Non-Ideal Clients/Survival Clients

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