In this episode, Warren Shute and Paul Cleworth share what it really takes to attract the right clients to your financial planning business—without resorting to pushy tactics or broad marketing blasts. They unpack how getting crystal clear on who you want to serve helps you become a magnet for the clients who truly value your work.

From mastering referrals to managing expectations and building trust, they offer practical strategies rooted in real-world experience. The conversation also highlights the power of personal congruence—how being aligned in your values and communication creates stronger, longer-lasting client relationships.

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Chapters: 0:00 - Intro

7:52 - How to Attract Your Ideal Clients

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This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.

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