The Myth of the Perfect Client Roster

September 5, 2025

Here’s a truth that applies to any business: consulting, coaching, therapy, real estate, finance:-
Most people don’t have a business full of ideal clients.
They just make it sound like they do.

Take wealth advisors. You’ll hear it often:
“My minimum is $1 million in investable assets.”

The impression? Their whole book of business meets that bar.

The truth? For most, only 10 to 20% of their clients actually do.

Let that land.

They say they only work with millionaires. But peek under the hood, and the picture’s mixed. The few who have 80 to 90% of their clients above the threshold? They’re the outliers.

So what now?
You stop chasing the myth.
You start building with intention.

You’ve got two real paths forward:

  • Grow the percentage of ideal clients, aim for 30%, then 50%. That’s how you shift your mix.
  • Refine the definition of “ideal” Who do I actually like working with? Not just who can pay.

This isn’t about pretending. It’s about designing a business that fits you.


The shift?


Build the business that serves your life, not the one that matches someone else’s highlight reel.

When you release the myth, you free up energy.
You stop feeling behind.
You focus on the next right step.

The takeaway?
Most people are in the majority. That’s normal.
The work is in moving towards being part of the minority. Where your business is filled with the right people, not just the right numbers.

That’s the shift we help people make.

In all that we do, let us seek wisdom, discipline, courage & justice.

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