• Three Things We Look For In a Client

  • Apr 25 2025
  • Duración: 13 m
  • Podcast

Three Things We Look For In a Client

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  • Have you ever considered the importance of evaluating values fit when bringing an employee or client on board? I'll discuss why having clearly defined core values is crucial and how it helps us identify the right clients to work with. You'll learn about the key aspects we look for in clients, such as a proven offer, a growth mindset, and resiliency from past business challenges. We'll also talk about the importance of coachability, collaboration, and setting realistic expectations. Plus, I'll share tips on how to avoid red flags and ensure your values align for a successful and enjoyable client relationship. Tune in and discover how to build a business that not only grows but thrives by sticking to these principles. What You'll hear in this episode: [0:50] Evaluating Values Fit in Business [2:00] Identifying Key Client Traits [4:00] The Importance of Coach-ability [5:10] Red Flags and Client Expectations [7:30] Learning from Experience [9:10] Aligning Values for Success If you like this episode, check out: Are You Ready For a CFO in Your Business? My 3 Favorite Interview Questions Approaching a Season of Growth? This Might Be a Sign Want to learn more so you can earn more? Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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