I know your name, your address, your Social Security number, your account numbers, the whereabouts of those accounts and the balances within them. I know where you work and your adjusted gross income.

Andy Bailey, an Entrepreneurs’ Organization (EO) member in Nashville, is an author, CEO and head coach of business coaching firm Petra Coach who serves in an advisory role on the Gazelles Council, ...

Every service firm leader I’ve engaged with in the last 20 years says, “We know who we serve.” Yet when I request that they describe their ideal client's top five goals, opportunities and challenges, ...

The difference between a thriving practice and one that merely survives often comes down to a single factor: knowing exactly who you serve and how to effectively reach them at the right time with the ...

When someone seeks out a professional service, they’re searching for the provider who can best address their current needs and, hopefully, provide sustainable solutions going forward. Likewise, ...

Interviews can serve as powerful tools for connecting with potential clients in business development . This approach involves inviting ideal client prospects onto a show or podcast, focusing primarily ...

When I ask a group of financial advisors to share their thoughts on an ideal client, I often hear things like “willing to take my advice” or “appreciates our planning approach.” What I’m really after ...