Here are how several other advisers might describe their ideal clients:
- "One of the groups I work with are certified registered nurse anesthetists (CRNAs) at hospitals and clinics in the Dallas-Ft. Worth area. These are mature, highly responsible men and women, all registered nurses, whose professional skills are in such demand that their salaries have reached $180,000 annually. All are members of the American Association of Nurse Anesthetists."
- "The person I do business with is a young black professional or executive who is married, politically conservative, and has the potential of earning $100,000 a year by age 40. This market has grown substantially from when I started in this business 10 years ago, and I've been able to develop a steady market presence. As a result, networking opportunities and qualified referrals are easy – but I have to keep my eye on the ball and know my stuff."
- "Our business has grown with middle school and high school teachers and administrators in the Park County School System. We've found them to be a good-sized market whose members are identifiable (through public records), who have similar backgrounds, comparable education levels and many of the same interest, common needs (based on a uniform employee-benefit package), and a communication network that we can depend on for referrals within the group."
- "Basically, I look for women-owned and operated small-businesses. The companies I seek are financially stable, have fewer than 50 employees, and have been in business for at least five years."
- "I'm a former Marine. My best clients and prospects are also Marines – active-duty or retired, officers or enlisted. I do my Marine thing with these squared-away men and women regardless of their duty status or current occupation. (Once a Marine, Always a Marine!) They're hard working and family-oriented; many are in business for themselves. Either way, we speak the same language – and bleed Green!"
- "As a 38 year-old, third-generation Chinese-American, I read, write and speak three Chinese dialects and am conversant in Korean and Vietnamese; thus I am entirely comfortable working with the large Asian community in my marketing area. My prospects and clients are usually highly educated small-businessowners or professionals (many are medical doctors), who look to me for information about wealth accumulation and estate protection. Most are married; families tend to be large. Once a level of trust has been established, people in this market segment are intensely loyal. I've found this loyalty extends from one generation to the next-assuring me well-qualified referrals for years to come."
