Ep. 8 Build your Practice around your Ideal Clients - an Interview with Lee Tarbet

Ever wonder how to become the "go-to" advisor for a certain group of potential clients?  It starts by researching your market and then building your business around that knowledge.  In this episode we'll interview Lee Tarbet, a wealth manager in Ventura County, CA.  Lee had successfully operated a construction company before making the decision to change careers and become a wealth manager.  Using his knowledge of how construction firm owners think and behave gives him enormous insight on how best to serve that market.  During the interview we will discuss how he continued researching that target market to create a brand and a service model that serves his ideal clients.  Some of the critical business elements we will discuss in this show include branding, marketing, business development, sales processes, and practice management.