Course Introduction

XYPN's Marketing Coach, Carolyn Dalle-Molle, coaches you through the process of creating your Ideal Prospect Avatar. You may have an idea of your dream prospect today, but designing an avatar will bring your strategy to the next level. Avatars demand more detail than most advisors have ever considered, and that’s what makes all the difference. This exercise challenges you to pause and define this person in realistic, vivid detail.

Course Content

  • 1

    Create Your Firm's Ideal Avatar

    • Welcome Video (5 min)

    • Step 1 | Introduction

    • Step 2 | Dream Scenario Exercise

    • Step 3 | Open Brainstorm Guide

    • Step 4 | Final Avatar Outline

Meet Your Coach

Carolyn Dalle-Molle

Carolyn is a professional marketer with more than a decade of front-line experience helping small businesses reach their growth goals. Her approach to marketing is both creative and analytical; helping people achieve a creative flow that’s unique and exciting, while using tracking and metrics to learn what actually works for their business. Based in Boston, she’s honored to work with XY Planning Network from coast to coast. Outside of work, she enjoys volunteering with Seniors, making videos, and traveling with her friends and family.