Advisors4Advisors

Last updated November 4, 2026

Finding Your Next Best Client

AI for Targeting, Prospecting and Building Connections

Craig Turner | Founder, Momentum AI
Tuesday, November 10, 2026, 4–5 p.m. Eastern • One-hour live virtual session

Finding new clients starts with knowing who is most likely to benefit from what you offer - and understanding where and how to reach them.

In this one-hour session, Craig Turner, founder of Momentum AI, will demonstrate how to use AI to sharpen an ideal client profile, uncover prospective customers, research their needs, and identify practical ways to start a business relationship. Participants will follow a prospecting example from initial targeting through a prioritized list and a personalized approach.

The session will also explore how chambers of commerce, industry associations, professional networks, and events can become part of a focused business development strategy. Through live demonstrations, participants will see how to connect information about a prospect with a relevant reason to reach out.

Learning objectives

By the end of the session, participants will be able to:

1. Define an ideal client profile using business needs, buying circumstances, and the value their organization provides.
2. Use AI to identify potential customer segments beyond their most obvious markets.
3. Translate an ideal client profile into specific research criteria and prospecting prompts.
4. Find potential clients using public business information and relevant organizational resources.
5. Research a prospect’s operations, priorities, and potential challenges before making contact.
6. Distinguish verified information from AI-generated assumptions and identify claims requiring further research.
7. Prioritize prospective clients according to fit, evidence of need, and accessibility.
8. Evaluate chambers of commerce, associations, and events as potential routes to prospective clients and referral partners.
9. Develop a personalized outreach message grounded in a prospect’s circumstances and a relevant value proposition.
10. Assemble a repeatable AI-assisted prospecting workflow with clear next steps and human review.

Attend through your A4A course

After enrollment, sign in to your A4A account, open this course, complete the Instructions lesson, and use the Webinar lesson to attend. Credit depends on applicable approval, verified attendance and required participation.

Individual class: $39.99. A4A quarterly recurring membership is $69.99. Existing members should sign in to check course access before purchasing.

This class is not yet approved for IAR CE. No CE/CPE credit is guaranteed.