Commonwealth Financial Network

Create Successful Connections Using Client Personas

Personalizing Your Marketing Strategy

Connecting with your clients through personalized marketing can lead to stronger professional relationships. Not only will you attract the type of clients you want to serve, but you’ll also build trust with them as an advisor who truly understands their needs.

Download our guide to:

  • Understand the benefits of the client persona approach
  • Assess your client base
  • Create a personalization profile structure (template included!)

Once you’ve done this work, you’ll be ready to support your clients in a more streamlined, personal way, laying the groundwork for more meaningful relationships and continued business opportunities.

Download “Create Successful Connections Using Client Personas.”

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