If you find yourself in Charlie Donohue’s office seeking help with your not- so-hot credit record, the first thing he will have you do is fill out a “client profile” sheet. On the back, you will write ...

Andy Bailey, an Entrepreneurs’ Organization (EO) member in Nashville, is an author, CEO and head coach of business coaching firm Petra Coach who serves in an advisory role on the Gazelles Council, ...

When I ask a group of financial advisors to share their thoughts on an ideal client, I often hear things like “willing to take my advice” or “appreciates our planning approach.” What I’m really after ...

When someone seeks out a professional service, they’re searching for the provider who can best address their current needs and, hopefully, provide sustainable solutions going forward. Likewise, ...

While some businesses grow through brilliant integrated marketing strategies, others are able to maintain a high level of success mainly through word-of-mouth referrals. Personal referrals are serious ...

Defining your Ideal Client Profile helps you clarify who you serve best and reconnect with your deeper purpose.