Practice Management: Understanding Your Ideal Client’s Driving Motivations Better Than They Do

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Includes a Live Web Event on 01/07/2025 at 1:00 PM (EST)

Your clients benefit from working with you in more ways than can be described by just identifying your target market.

When you shift from thinking about target markets to thinking about your ideal client’s needs and driving motivations you will shift beyond demographics and tap into what is truly important to your clients.

This will magnetize the people who will get the most out of working with you.

We won't let you stop at just knowing the demographics of your ideal client. We will dive further into the best traits of your best clients by getting into the psychographics and driving motivations of your ideal clients.

What are their fears?

What are their frustrations?

What do they really want out of their relationship with you that isn't listed in the quarterly reports?

What will they hear from you that they aren't hearing from the other advisors they are considering hiring?

When you have a formally documented ideal client avatar you have a powerful tool. It can be used to help you know what to say for your own writing, or ensure that your staff effectively reflects the vision and purpose of your brand.

This session sets an important cornerstone for your business culture that is in-line with your values and calibrates your team and your processes.

Jacob B. Wagner

CDMP

Principal and CEO, The 4FP Agency

The 4FP Agency is a Strategic Growth Agency dedicated to empowering financial professionals to grow their firms with precision and purpose. At the helm is Jake Wagner, whose mission is to help you scale your business and elevate the financial planning profession. Through proven client attraction systems—integrating metrics, defined goals, and a strategic roadmap—we enable you to connect deeply with your ideal clients.

Jake brings over two decades of industry expertise, having begun his career in 2002 with an RIA in Chicago. Since then, he’s worked with numerous RIAs and has remained a prominent figure in the marketing and financial planning communities. As a leader, Jake serves on the Advisory Council for the Traffic and Conversion Summit, offering insights at the cutting edge of marketing strategies.

With a keen interest in integral thinking, Jake has collaborated with thought leaders like Ken Wilber at the Integral Institute and is trained in Spiral Dynamics Integral. He produced Richard B. Wagner’s seminal book, Financial Planning 3.0, and co-founded the What Is Finology Project alongside Dick Wagner, furthering the conversation on Financial Life Planning.

Jake’s deep understanding of compliance, cultivated since 2008, ensures his strategies are as compliant as they are effective, navigating diverse regulatory environments with ease. At 4FP, we’re not just about growth—we’re about building the future of financial planning.