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    My Ideal Client
    Business Development

    My Ideal Client

    written by Surge Business Consulting

    As financial services professionals, we are often asked what defines our ideal client? The response is clearly subjective and will vary tremendously within our reader base. We posed this question to many audiences in the past and based on responses created the Surge 5’s. Respondents appeared satisfied in identifying an ideal client as having: $5mm or more in investable assets, 5 or less immediate household members, and the patriarch and matriarch having at least achieved age 50.

    We may opine this remains a reasonable identification for an ideal client. However, in The New Frontier of Financial Services ™ which is now upon us, there are three firm objectives with an ideal client we must follow to thrive in today’s evolving financial landscape.

    Continue Reading
    My Ideal Client was last modified: December 17th, 2018 by Surge Business Consulting
    July 24, 2017
    3 LinkedIn Facebook Twitter
  • Business Development

    How to Write an Effective Bio

    by Monica Breeding November 1, 2016

    EXPERIENCING A LITTLE WRITER’S BLOCK? When it comes to writing a professional bio we often catch a case of writer’s block. Not because we don’t know ourselves well enough to write our…

    9 LinkedIn Facebook Twitter
  • Marketing + Branding

    Marketing to Female Clients: 5 Better Ways

    by Monica Breeding October 3, 2016

    Updated on February 27, 2019, at 4:47 PM The statistics on marketing to female clients and wealth in our country provide a compelling reason for incorporating women-specific marketing and services into your…

    13 LinkedIn Facebook Twitter
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