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Ideal Client Checklist
Ownership Advisors > The Ownership Advisors Team > Raving Fan Client Service

Raving Fan Client Service


Raving Fan Client Service
A Raving Fan is a proactive advocate of our services, constantly seeking introductions for us to ideal prospects not because we’ve asked them to do so, but because they want to. Try our confidential Ideal Client Profile to see if you can find benefit with Ownership Advisors Inc.
We’re often asked how we define an ideal client.

Many of you may be familiar with Ken Blanchard, co-author of many popular books including "The One Minute Manager" and "Raving Fans".

At Ownership Advisors we have thought carefully about how we define an ideal client so that we could build a business that allows us to consistently deliver "Raving Fan Service".

For us, a Raving Fan is a proactive advocate of our services, constantly seeking introductions for us to ideal prospects not because we’ve asked them to do so, but because they want to.

We look for three specific characteristics in a new client:

First, they must have strong Character and be responsible people who care about themselves, their families and others.

Second, they must have Convictions and the ability to make decisions independently.

And finally, they must have Capacity, which we define as significant assets, income or economic growth potential.

After reviewing our most successful long-term client relationships, we’ve developed a 16 point checklist designed to profile the characteristics of our ideal clients. Please feel free to see how you score and be sure to give us a call with any feedback you might offer.