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Looking to generate better sales leads?
Client personas help you boost sales and build engagement around the investors you want to attract.
Rich, meaningful data about your investors is the path to better decision-making and greater sales success. Yet significant insights about your investors too often remain locked inside the minds of your sales team.
How do you transfer that knowledge so that it feeds into your firm’s lead-generation processes and creates higher-quality sales opportunities? One way is by building client personas you can use to fine-tune your targeting and engagement. Here are four steps to help you get started.