Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
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Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
Episode 18: Client Magnetism - How to Attract Your Ideal Clients
The Finance Geeks Podcast
38 minutes 6 seconds
4 months ago
Episode 18: Client Magnetism - How to Attract Your Ideal Clients
In this episode, Warren Shute and Paul Cleworth share what it really takes to attract the right clients to your financial planning business—without resorting to pushy tactics or broad marketing blasts. They unpack how getting crystal clear on who you want to serve helps you become a magnet for the clients who truly value your work.
From mastering referrals to managing expectations and building trust, they offer practical strategies rooted in real-world experience. The conversation also highlights the power of personal congruence—how being aligned in your values and communication creates stronger, longer-lasting client relationships.
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Chapters: 0:00 - Intro
7:52 - How to Attract Your Ideal Clients
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The Finance Geeks Podcast
Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
