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title: Ideal Client Worksheet
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#### **Worksheet: Your Ideal Client** Use our worksheet to develop a client profile that can focus your prospecting efforts and improve your firm’s outlook. 

![Ideal Client Worksheet](https://learn.commonwealth.com/hs-fs/hubfs/Images_Landing_ThankYou/MKT-3249-28338_Ideal_Client_Profile_Landing-ThankYou.jpeg?width=230&name=MKT-3249-28338_Ideal_Client_Profile_Landing-ThankYou.jpeg "Ideal Client Worksheet")

The more A-list clients you can attract, the rosier the future for your practice. How do you find them? Start with our worksheet, which helps you **gather and evaluate the attributes of your current valuable accounts** to create a model profile. Factors to consider include:

- Planning needs
- Assets under management
- Product and service mix
- Demographics
- Effectiveness as a referral source

A quick audit of such elements will help you shape a picture of your ideal client, refine your prospecting strategy, and boost your business’s growth potential. 

### Send me my copy of *Your Ideal Client*.

*This material is for educational purposes only and is not intended to provide specific advice*.  
Commonwealth Financial Network®, Member [FINRA](http://www.finra.org/)/[SIPC](http://www.sipc.org/). Please review our [Terms of Use](http://www.commonwealth.com/termsofuse.html).

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