Defining Your Perfect Client

Defining your perfect client should be easy.  He or she would will have lots of money to invest and a burning desire to insure themselves against every risk possible!

Unfortunately these types of clients are few and far between.

Rather than defining your perfect client, we should really focus on your ideal client.  Your ideal client should be someone who meets the following criteria:


Unless you have great contacts, there is no point nominating movie stars as your ideal client.  You should look for clients who know are accessible to you.


Some of the best clients are those that you can really connect with.  This may be through joint interests, similar age group, social and/or financial standing, ethnic background or perhaps experience in the same industry.  A good example of this is the ex-carpenter who now deals exclusively with trades clients.

Interest and or Experience

This one is a little similar to the connection point listed above.  If you have an interest or experience in a certain niche, this will give you a great advantage over others advisers who don’t share the same passion for the niche.


There is no point trying to attract company directors and CEOs as clients if you don’t feel comfortable with them.  Your ideal client should be someone that you feel totally comfortable dealing with, as there is a good chance that they will also feel comfortable with you.

Above all, your ideal client should just ‘feel right’.

If you would like assistance with determining your ideal client please contact me for an obligation free chat.

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