Over the years we have provided our services to many different people.
We felt an obligation to provide our services to those who asked for help. One of the issues with this approach is that our resources were stretched and our service levels faltered.
After many years in business, I have learned that I can’t be all things to all people without compromising some aspects of our services.
This is why I have now deliberately identified the type of person that would most benefit from a relationship with my business.
Importantly, my ideal client characteristics are not based on how much money you have, what you do or your stage of life.
If you have the right attitude then all things are possible.
I can add value to,
Is open to advice, possible change and new ideas
Recognises the value of advice,
Will communicate openly,
Be accountable to yourself, your family and your plan.
Is willing to pay for advice
Have challenges that I can help with,
Wants a relationship not just a transaction
Is enjoyable to work with
Will help us grow our business by referring other ideal clients