Next to a business plan and marketing plan, there is no more important document for a business owner to create than a customer profile. A compendium of demographic, psychographic, attitudinal and ...

Call me Captain Obvious, but understanding your clients is critical to building a successful practice. (Yes, I know … “Thank you, Captain Obvious!!”) Two powerful tools that help achieve this ...

While part one established the strategic value of defining target client profiles and building a thoughtful client segmentation model, the real transformation begins when firms put those insights into ...