Benefits Think Benefit advisers: reconsider and update your ‘ideal client’ profile

Published 5 Min Read

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“Ideal client” is a common term that can be rather useless in identifying the best companies for your book of business. That description typically starts with the number of employees, and while important, it’s not the only factor to consider. 

Just because the numbers are there doesn’t mean either of you want to work together. And I will argue all day long that having a good working relationship is the most important factor in selecting clients. You can have 150 employees on a plan and be excited about the size of the account, but if you dislike working with the people on a day-to-day basis, is the revenue worth it? I say no.

Wendy Keneipp
Partner

Keneipp is a partner and coach at Q4intelligence, driving agency transformation.


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