Any Client versus Best Clients

Amar Pandit , CFA , CFP

Amar Pandit

A respected entrepreneur with 25+ years of Experience, Amar Pandit is the Founder of several companies that are making a Happy difference in the lives of people. He is currently the Founder of Happyness Factory, a world-class online investment & goal-based financial planning platform through which he aims to help every Indian family save and invest wisely. He is very passionate about spreading financial literacy and is the author of 4 bestselling books (+ 2 more to release in 2020), 8 Sketch Books, Board Game and 700 + columns.

Many of us make the mistake of trying to bring every client on board. We think more clients automatically mean more success. But this couldn’t be further from the truth.

Your goal is not to get any client. Your goal is to attract the best clients—the ones you truly enjoy working with.

Why does this matter?

Because the wrong clients drain your energy. They take up more time. They create unnecessary stress. And, more often than not, they don’t value the work you do.

On the other hand, the right clients inspire you. They trust you, collaborate with you, and appreciate your expertise. Working with them feels rewarding, not exhausting.

Haven’t you experienced the power of working with such clients? I bet you have

How to Attract the Right Clients

  • Define Your Ideal Client
    Ask yourself: Who do I love working with? What kind of clients align with my values? Be specific about the traits and characteristics you’re looking for.
  • Say No When Needed
    Not every prospect is a good fit. Be okay with saying no to clients who don’t align with your vision or values.
  • Focus on Your Niche
    Trying to serve everyone leads to serving no one well. Focus on a niche where you can deliver maximum value and build deep expertise.
  • Deliver a World-Class Experience
    The best clients are drawn to excellence. When you provide exceptional service, they refer you to others who value the same.

Remember, your practice is not about volume. It’s about quality. A smaller book of ideal clients will always outperform a larger book of the wrong ones.

So, take a moment to reflect: Am I working with clients I truly enjoy? If not, what needs to change? The right clients aren’t just good for your business—they’re good for your life.