{"id":7125,"date":"2021-12-23T09:00:02","date_gmt":"2021-12-23T09:00:02","guid":{"rendered":"https:\/\/emoneyadvisor.com\/?post_type=thought_leadership&p=7125"},"modified":"2024-06-13T17:37:51","modified_gmt":"2024-06-13T17:37:51","slug":"simple-questions-to-ask-when-building-client-personas","status":"publish","type":"thought_leadership","link":"https:\/\/emoneyadvisor.com\/blog\/simple-questions-to-ask-when-building-client-personas\/","title":{"rendered":"Simple Questions to Ask When Building Client Personas"},"content":{"rendered":"

As a financial professional, a significant part of your work is building deeper and more meaningful relationships with your clients.<\/p>\n

Not only is it the key to helping them achieve their\u00a0financial wellness goals<\/a>\u2014since you learn about what’s most important to them\u2014but it also helps differentiate your services in a crowded and competitive marketplace. Clients who receive a personal touch are more likely to continue their relationship and recommend you to their peers and family members.<\/p>\n

This type of client engagement requires\u00a0personalization in your communications<\/a>\u00a0at every touchpoint\u2014from emails and text messages to social media posts and marketing materials. However, it can be challenging to achieve true personalization, especially if you have a substantial list of clients.<\/p>\n

On the surface, personalization at scale can seem impossible. But tools like client personas can help. Referencing client personas should be your first step when building a marketing strategy or campaign designed to engage.<\/p>\n

What Are Client Personas?<\/h2>\n

Client personas are archetypes that generalize key components of ideal clients. This gives you an easy reference point for decision-making around them.<\/p>\n

Think of client personas as your cheat sheet for\u00a0customizing and personalizing client communications<\/a>. They offer broad brush strokes around what matters and motivates those clients.<\/p>\n

A client persona should be relatively short\u2014something you can view at a glance on one page\u2014and easily accessible. Ideally, you should review it before sending an email or picking up the phone to keep it fresh in your mind.<\/p>\n

The Key Questions to Ask When Creating Client Personas<\/h2>\n

Start building your client personas by thinking about your ideal client\u2014the client you’d replicate and add to your roster over and over again.<\/p>\n

Ask these questions about that client:<\/p>\n