--- title: "Kitces Nerd's Eye View: How To Better Attract Your Ideal Clients" description: The key to marketing financial services is resonance. If the messages you’re putting out aren’t relevant and don’t resonate with the prospective clients you’re trying to reach, they won’t work. Take the time to outline your ideal client and you will be much more successful. image: https://www.covisum.com/hubfs/kitces-logo-blog.jpg --- [Login](https://www.covisum.com/login-experience) | [Call: 402-235-4500](tel:1-402-235-4500) | [Contact Us](https://www.covisum.com/contact) ** [![covisum-logo](https://www.covisum.com/hs-fs/hubfs/covisum-logo.png?width=264&height=41&name=covisum-logo.png "covisum-logo")](https://www.covisum.com/) [![Start Your Free Trial](https://no-cache.hubspot.com/cta/default/2755909/b23743cd-d0df-4907-a66d-293b58ab1164.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/b23743cd-d0df-4907-a66d-293b58ab1164) [![Contact Us](https://no-cache.hubspot.com/cta/default/2755909/6c6d7fe7-e094-4fc0-9c82-d93d4ccbb532.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/6c6d7fe7-e094-4fc0-9c82-d93d4ccbb532) # Kitces Nerd's Eye View: How To Better Attract Your Ideal Clients [MARKETING  |  ](https://www.covisum.com/blog/topic/marketing)1/3/19 1:49 PM  |  by [Katie Godbout, Vice President of Sales & Marketing](https://www.covisum.com/blog/author/katie-godbout-vice-president-of-sales-marketing) ![kitces](https://www.covisum.com/hs-fs/hubfs/kitces.png?width=400&name=kitces.png)In a recent guest post for Michael Kitces' blog, [*Nerd's Eye View*](https://www.kitces.com/blog/ideal-client-persona-financial-advisor-niche-marketing-messaging/), Covisum's Director of Sales and Marketing, [Katie Godbout](https://www.covisum.com/leadership#katie), offered an in-depth look at crafting and using a client persona to generate leads.  Finding prospective clients can be difficult for many financial advisors. The marketing process can seem overwhelming, and unfortunately the solution is often to cast a wide net to try to attract *anyone*. However, when you try to market to everyone, it becomes incredibly difficult to differentiate yourself. You can overcome these issues by focusing in a specific and narrow target market.![katie_godbout_headshot-300x300](https://www.covisum.com/hs-fs/hubfs/Graphics%20-%20Web%20/katie_godbout_headshot-300x300.jpg?width=200&name=katie_godbout_headshot-300x300.jpg) A client persona is a detailed description of your ideal client.  "The key to marketing financial services is resonance. If the messages you’re putting out aren’t relevant and don’t resonate with the prospective clients you’re trying to reach, they won’t work. And if you try to create a message that resonates with everybody, it won’t work because *nothing* is going to resonate with *everyone *at the same time." "This means the first step to effectively marketing your practice for growth is to narrow your focus and pick which specific prospective clients you want to target. Then you can create marketing that resonates with those particular people." You can read her guest post [here](https://www.kitces.com/blog/ideal-client-persona-financial-advisor-niche-marketing-messaging/). Looking for more information about crafting a client persona? [Download our client persona guide](https://www.covisum.com/financial-planners-guide-to-client-persona-development).  [![Download the guide](https://no-cache.hubspot.com/cta/default/2755909/b75d5cdf-c65d-4cdd-ac48-62e04116b32a.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/b75d5cdf-c65d-4cdd-ac48-62e04116b32a)  ### Share this article [![Share on Facebook](https://static.hubspot.com/final/img/common/icons/social/facebook-24x24.png)](http://www.facebook.com/share.php?u=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fkitces-nerds-eye-view-how-to-better-attract-your-ideal-clients%3Futm_medium%3Dsocial%26utm_source%3Dfacebook) [![Share on LinkedIn](https://static.hubspot.com/final/img/common/icons/social/linkedin-24x24.png)](http://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fkitces-nerds-eye-view-how-to-better-attract-your-ideal-clients%3Futm_medium%3Dsocial%26utm_source%3Dlinkedin) [![Share on Twitter](https://static.hubspot.com/final/img/common/icons/social/twitter-24x24.png)](https://twitter.com/intent/tweet?original_referer=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fkitces-nerds-eye-view-how-to-better-attract-your-ideal-clients%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&url=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fkitces-nerds-eye-view-how-to-better-attract-your-ideal-clients%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&source=tweetbutton&text=Kitces%20Nerd%27s%20Eye%20View%3A%20How%20To%20Better%20Attract%20Your%20Ideal%20Clients) ## Related Blog Articles [ ### Marketing Women need financial advisors too - shouldn't they pick you? 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[Terms and Conditions](https://www.covisum.com/terms-of-use) | [Privacy Policy](https://www.covisum.com/privacy-policy) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Katie Godbout, Vice President of Sales & Marketing", "url" : "https://www.covisum.com/blog/author/katie-godbout-vice-president-of-sales-marketing" }, "dateModified" : "2019-05-08T15:52:22.712Z", "datePublished" : "2019-01-03T19:49:41.000Z", "headline" : "Kitces Nerd's Eye View: How To Better Attract Your Ideal Clients", "image" : [ "https://www.covisum.com/hubfs/kitces-logo-blog.jpg" ], "mainEntityOfPage" : { "@id" : "https://www.covisum.com/blog/kitces-nerds-eye-view-how-to-better-attract-your-ideal-clients", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://www.covisum.com/hubfs/Covisum-Logo-Grey.png" }, "name" : "Covisum LLC" } } ```