I was talking to one of my Financial Advisor clients the other day. He told me about having a new client from South America. The Advisor had got a call from this fellow, and knew that he would only be in town for one day. They got together, and instead of allowing his procedure for new clients take the typical three weeks, the FA completed his process that day. Did he stay true to himself and his process? Yes. He followed each step of his process; the only difference was the modified time-line. He knew the client was only in town that one day. Result? He got a five million dollar client.

It’s a great reminder for us all to be flexible, without deviating from our process, when doing business.

I was talking to one of my Financial Advisor clients the other day. He told me about having a new client from South America. The Advisor had got a call from this fellow, and knew that he would only be in town for one day. They got together, and instead of allowing his procedure for new clients take the typical three weeks, the FA completed his process that day. Did he stay true to himself and his process? Yes. He followed each step of his process; the only difference was the modified time-line. He knew the client was only in town that one day. Result? He got a five million dollar client.
It’s a great reminder for us all to be flexible, without deviating from our process, when doing business.

We all want what is perceived as exclusive, a weekend at a luxury resort, a reservation at French Laundry, an appointment with a sought after professional… As an entrepreneur, you can create that same buzz by adjusting your style of doing business. Are you available to your clients at all times, and willing to accept anyone with a pulse as a new client? Clearly, you’re projecting an image contrary to that of scarcity, and you will ultimately end up in a situation where the business runs your life, instead of the other way around.

However, if you make it clear to prospects that you have a fit-process before agreeing to work together, in other words, limiting your access, you’ll see how many will actually be excited about “making the cut” and becoming your client. You can imagine the excited tone of voice when they talk about you to their friends. “She won’t work with just anyone”.

Make this simple shift and Voilà! You’re on your way to abundance!

Duncan MacPherson with Ingrid Takai

More on the Fit-process coming soon.