When it comes to building your new business, or just refreshing your current roster, finding the ideal client for you is a key part of the journey. And equally important, is knowing how to weed out the wrong clients for your firm.

In this interactive webinar, Greg Woodbury, FMG Suite VP of Business Development, will discuss this topic with Susan Danzig, acclaimed business development coach for financial services professionals.

Tune in for insights including:

  • How to create your ideal client profile
  • How to position your website & branding to reach them
  • How to spot those “red flags” on prospects that aren’t a good fit
  • Setting healthy boundaries to set you and your team up for success