Elite Practice Strategies · Track 1

Ideal Client, Positioning

Help advisors deliberately choose an affluent/HHNW niche, define who they say no to, and design a premium wealth‑management offer that aligns with that niche.

⚙ Configure

Use case:

Mode:

Step 1 · Define your ideal client

Use these filters to specify the clients this practice is built for – and who fall outside the model.

Primary niche

Investable assets / complexity

Age / life stage

Profession / industry focus

Psychographics (how they decide)

Who we say no to

Ideal‑client summary

Step 2 · Craft your positioning

Use this simple pattern to create a clear, niche‑specific positioning statement and elevator pitch.

Formula:

“We help [niche] achieve [primary outcomes] by providing [your wealth‑management model], so they can [emotional/result payoff].”

Niche

Primary outcomes

Your model (how you work)

Emotional/result payoff

Final positioning statement

Step 3 · Design your offer stack

Map your services into a simple Core / Plus / Premium structure tied to your niche and fee levels.

Tier	Ideal client	Services included	Minimum fee / AUM
Core	e.g., Emerging affluent in your niche, starting at your minimum.	Discovery + Total Investor Profile, IPS, implementation, annual + mid‑year reviews.	__________
Plus	Core clients with added complexity (business, multi‑entity, equity comp).	Core, plus tax‑aware planning, estate/wealth‑transfer review, risk/asset‑protection review.	__________
Premium	Top households / family‑office relationships.	Plus, multi‑generation meetings, philanthropy/ESG policy, private‑market/alt coordination (as allowed).	__________