How to attract your ideal client as a financial coach or service provider

 

Want to know how to attract your ideal client as a financial coach or service provider? One of the best things about running your own business is that you get to choose who to work with. The reality is that as a financial service provider, just like any type of service provider, the clients you decide to work with will play a major role in the level of fulfilment and enjoyment you get from your business. So you want to put yourself in a position where if a non-ideal client comes your way you can happily turn them away. And the easiest way to do that is when you know you are consistently attracting your ideal client. So keep on reading to find out how to your ideal client as a financial coach or service provider.

 

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HOW TO ATTRACT YOUR IDEAL CLIENT AS A FINANCIAL COACH OR SERVICE PROVIDER

1. Decide who your ideal client is

In order to attract your ideal client you need to be clear about who your ideal client is. It is common for a business to create an ideal customer avatar (also known as an ICA) for every product or service that they offer. By deciding in advance who your ideal client a business you can then ensure that your marketing is focused on attracting that person.

 

When creating an ideal customer avatar or in this case an ideal client avatar you should consider a mixture of demographic and psychographic characteristics.

 

Demographics may include things such as:

• Gender
• Age
• Location
• Education level
• Annual Income
• Relationship status
• Parental status

 

Psychographics may include:

• Values
• Personality
• Beliefs
• Hobbies and interests
• Attitudes

If your business is up and running then you might think about your favourite clients from the past and see if there are any similarities. But if you are new to business or haven’t had any clients you’ve loved working with you can still complete this exercise. Think about what would make someone be a great fit for working with you and that you would enjoy working with. Jot everything down in the first instance and eventually you’ll want to create a one-pager that you’ll be able to refer back to in the future.

 

 

2. Learn as much as you can about your ideal client

This is a step that many business owners skip because they think after creating their ideal client avatar that they know their ideal client well. In most instances, they don’t really know their ideal client well but are making assumptions. Don’t fall into this trap. Spending some time now to learn as much as you can about your ideal client is going to make your life so much easier in the future. The fact is the more you know your ideal client the easier it is going to be to attract your ideal client as a financial coach or service provider.

In order to learn more about your ideal client you should do some market research. There are multiple ways that you can do this, but I highly recommend conducting your own primary research. That means you’ll need to actually talk to your ideal client or ask them to complete a survey or questionnaire.

I know this is a bit of work and you are probably eager to just jump straight into marketing your services, but this step will help ensure that you market your business in the right places and that you include the right messages.

If you’ve never done any market research before then I have a get blog post to get you started – How to do market research as a small business.

 

3. Have a brand that appeals to your ideal client

If you’ve got a service that is perfect for your ideal client, but your branding doesn’t appeal to your ideal client then you won’t attract as many ideal clients as you would like. As a financial coach, accountant, bookkeeper, or another type of financial service provider the reality is there are a lot of other businesses offering the same, or very similar, service. If someone decides that they want to hire a financial coach, an accountant, a bookkeeper etc and decide to search online they’ll quickly realise they have so many options. Your job as a business owner is to differentiate your business from the competitors and branding is a key part of that.

To be clear branding is more than having a logo and possibly a colour palette. A strong brand will have defined brand values, which inform choices made across the whole business. Your brand should have 3-5 brand values. If you haven’t already set your brand values then do that and then consider if they align with the values of your ideal client. The values don’t have to match, but they should be complementary.

 

4. Ensure your marketing, and advertising, speaks directly to your ideal client

A key part of attracting your ideal client as a financial coach or service provider is that people come directly to you. This is about inbound marketing rather than outbound marketing. In order for you to attract your ideal client you are going to have to create marketing that speaks directly to your ideal client. This should happen across all marketing channels but to get started here are some things to keep in mind.

 

WEBSITE

As a financial coach or service provider it is important to have your own website that showcases your business in the best light. Your website is your official online home. The website should be designed with your ideal client in mind. It should make it easy for someone to understand what your business sells and how they can buy from you. You can use your sales page to make clear exactly who your services are and aren’t for. This should help minimise the number of non-ideal clients that come your way. In addition, you can optimise your website for search so it will attract your ideal client.

 

SOCIAL MEDIA

Social media platforms offer your business the opportunity to attract, and nurture, your ideal clients. Regardless of what platform(s) you use, you have the opportunity to do multiple things. Firstly, you can use social media as a brand awareness tool. It is a great way to increase your visibility and be seen by new people. Secondly, you can also use social media as a nurturing or engagement tool. You can create posts that help people to understand more about your business and why your services or products will be valuable to them.

 

LONG-FORM CONTENT (BLOG, PODCAST, YOUTUBE)

Long-form content, when optimised for search, is a great way to attract your ideal clients. You can create content that directly addresses the issues your ideal client has and then optimise that content for search. When done well it means you’ll have new people discovering your content and they are highly likely to be an ideal client.

 

EMAIL 

Email marketing is a great way to nurture people after they’ve become aware of your business. Unlike on your website and social media where you are only able to have one message that goes out to everyone, email offers you the ability to be more sophisticated. You can segment your subscribers and send targeted emails. You can ask questions in your emails to help identify who in your mailing list fits your ideal client avatar.

 

WANT TO HAVE A PERSONALISED MARKETING STRATEGY CREATED FOR YOUR BUSINESS?  I’m a Chartered Marketer that specialise in helping financial coaches and service providers. Money is personal so having strong marketing that attracts your ideal clients, and then builds the know, like and trust factor so they buy is essential.  Following a cookie-cutter marketing strategy is going to result in you having a business that blends in with everyone else. If you are serious about changing the world and standing out in your marketing you need a personalised marketing strategy and I can create one for you.  You can get a strategy created in just one day by clicking here. Or you can get your strategy created and then have 6-months of ongoing training, support and accountability by clicking here. Not sure what is best for your business? To discuss your business and your specific needs book a call here.

 

5. Highlight who your ideal client is in your marketing

If you want to attract your ideal client as a financial coach or service provider then you need to make clear, in your marketing, who your ideal client is. People aren’t going to know that they are your ideal client unless you tell them that.

 

There are a number of ways that you can do this.

1. You can clearly identify who a service is and isn’t for – this is often shown on sales pages and application forms. This allows people to self-identify.

2. Highlight past and current ideal clients – Another way to highlight who your ideal client is is by highlighting your past and current ideal clients. Rather than just sharing client feedback and case studies to highlight the greatness of your services you can also use them to show why someone was an ideal client for you. Make it clear why this service was perfect for them or why you loved working with them. This will allow people ‘like them’ aka your ideal client will realise they’d be a good fit for working with you.

 

** PPST my ideal client is a financial coach or financial service provider (accountant, bookkeeper) who wants to make a big impact in the lives of their clients and the world as a whole. They are ambitious, want to be seen as a leader in their field, and have a national, or international, brand. If that is you check out how we can work together here.

 

That’s it! You now know how to attract your ideal client as a financial coach or service provider.

In order to attract your ideal client you’ll need to define your ideal client, get to know your ideal client, and then ensure your marketing and branding communicates directly to them. The reality is attracting your ideal client can take some time. If you’ve been pumping out generic marketing to date then it will take some time once altering your marketing to see your ideal client enquiring to work with you. But it is so worth the work.

As I said at the beginning as a financial service provider your clients have a huge impact on the joy and satisfaction you get out of your work so putting in the work now will be well worth it in the long term.

In the comments, I would love to hear who your ideal client is or what your biggest takeaway has been.

 

WANT TO GROW A THRIVING BUSINESS AS A FINANCIAL COACH OR SERVICE PROVIDER?  As a financial coach or service provider there is a lot you need to consider and juggle in order to build a thriving business. I have no doubt that from a financial perspective you are confident about running a profitable business, but business is more than just numbers. You need to be offering the right services, at the right price and have the right marketing and sales process. I’m a Chartered Marketer that specialises in supporting financial coaches and service providers to build businesses they love, that support long-term financial wealth, and that change the lives of their clients and the world as a whole. If you are looking for one-to-one personalised strategy, training and accountability then my 1:1 business and marketing mentoring  programme is for you. To find out more about my 1:1 business and marketing mentoring programme click here And to discuss your precise needs book a free, no-obligation, introduction call to discuss your business here.