"If you fail to plan, you plan to fail"

Ricky Gonzalez joins Carlos to talk about the importance of planning and ways to approach specific client buyer personas, in this case seniors. Ricky is the owner of Pinnacle financial group and leads a team that attends to the details of financial life as it moves forward. Ricky shares how his personal experiences helps him connect with his client buyer persona, and how he leads his team to serve his clients through showing empathy and adapting to the ever changing circumstances of the industry. We dive deep into the specific activities, skills and strategies used to effectively qualify prospects and customers. A client buyer persona is an ideal customer with traits that represent candidates that would benefit from your product or services. Product development, crafting the right marketing and messaging as well as gathering data and information are essential to targeting the ideal prospects. You can learn more about Ricky and his team here: IG: @rickygadvisor Website: https://pinnacleflorida.com/