258: How to Attract & Identify IDEAL Clients Quickly & Efficiently with Guest Maddy Roche

The Efficient Advisor: Tactical Business Advice for Financial Planners

Running a successful financial advisory firm isn't just about growing your client base—it's about attracting the right clients. In this episode, I sit down with Maddy Roche to explore the power of intentional prospecting, refining your ideal client profile, and creating a process that makes client acquisition smoother and more fulfilling. 🚀

Things you'll learn in this episode:

• How to identify and attract your ideal clients 🎯
• The impact of eliminating energy-draining clients 🔥
• Strategies to refine your discovery calls 🗣️
• Setting clear boundaries to maintain efficiency and work-life balance ⏳
• The power of strong branding in creating the right client pipeline 🏆

By the end of this conversation, you'll have actionable insights to elevate your client acquisition strategy while building a firm that feels aligned with your values and goals.

-----------------------

Connect with Maddy on LinkedIn HERE!

Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!

Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Hoofdstukken

1. 258: How to Attract & Identify IDEAL Clients Quickly & Efficiently with Guest Maddy Roche (00:00:00)

2. [Ad] The New Manager Playbook with Lia Garvin (00:10:25)

3. (Cont.) 258: How to Attract & Identify IDEAL Clients Quickly & Efficiently with Guest Maddy Roche (00:11:08)