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How to Make It All About Your Clients

Take your business to the next level by creating an “It’s All-About-Them” (IAAT) experience for your clients. A company that is founded on the IAAT principle will have valuable services right out of the gate.

Ask any successful financial advisor, and they will tell you.  In order to get new clients and keep the existing ones coming back for more, clients have to trust you, enjoy their experience, and find value in the service or product you’re providing.  In other words, it has to be all about them.

Maybe you did go into business for all the right reasons, and you truly want to provide value to your clients, but are you actually practicing it?  Even if you tell yourself that you always have your clients in mind, it’s very common for agents and advisors to get caught up in the day-to-day operations that monopolize time and energy.

The desire to make a business all about clients is the easy part.  It’s the creation and implementation of business models that allow you to practice it that may require some trial and error.   Your business is a reflection of who you are as a person, and if you’re faking it for your clients, it will eventually catch up with you.  To open yourself up to the real possibility of success, you must conduct your personal and professional life with complete integrity and compassion for others.  That probably goes without saying, but making it a reality is the real challenge.

Motivation for creating a business built on this principle requires passion; a passion for your industry and a passion for helping clients. Connect with whatever feelings you can to get the fire burning.  Maybe the motivating factor is the income and what money means for you and your family, or maybe it feels good to help people and make a difference in their lives. 

Do you ask your clients to give feedback on their experience?  Listening to your clients and truly comprehending their needs is the most important factor when making it all about them. Your business is completely dependent on your clients, and if you don’t make it all about them, you won‘t reach your true potential.

Write down the answers to these 10 questions:

1. If my business were really all about them, how often would each client see me each year, and how much time would they get?

2. If my business were really all about them, exactly what would I do for each person? (There may even be things you haven’t thought of yet because you haven’t had the time to think about it.)

3. If my business were really all about them, how would I make my clients’ lives simpler?

4. If my business were really all about them, how much would they pay me for the value I provide?

5. If my business were really all about them, do they think what you do is worth it and how do you know?

6. If my business were really all about them, how many clients could I do all this for?

7. If my business were really all about them, how much more or less time would I talk when we meet or talk on the phone? How much more would I really listen?

8. If my business were really all about them, how many people would staff my office?

9. If my business were really all about them, would I have strategic alliances and partners? If so, who would they all be?

10. If my business were really all about them, what would my life look like? How would I take care of myself physically and emotionally?

Once you’ve brainstormed your answers to the questions above, make a list of everything you now will be delivering to your clients and how it benefits them. You may be surprised to find that many of these benefits create a better, more manageable business for you as well.

Take your business to the next level by reviewing all methods of communication with your clients.  By using the right language in phone conversations, emails, marketing materials and website copy, clients will easily be able to relate to the services offered and how they benefit them.

Here are some examples of how a simple shift in language can make all the difference. The first part of each sample below is about you and the second part is how you might change the wording to be all about them. Think about how you would feel having someone say the first part versus the second part. Say each of them out loud. Have someone read both samples to you.

  • I want to start out today with a discussion of…   

                                                –In order for you to get the best experience during our time together…

  • I want to talk to you about…     

                                                –The next logical step for you…

  • We specialize in working with clients who…

                                                –The clients who are best served are…

  • My existing clients will help me add the right clients to our firm so I spend the least amount of time possible in marketing to new clients and the most amount of my time serving you.  

                                                –Existing clients want to help (are eager to help) add the right clients to our firm so I spend much of my time serving you.

  • I want to have only 152 clients in our firm.

                                                –When you work with us, you will be part of a small and special group of only 152 clients who receive all our attention. 

 The language used in marketing materials, including the website, is just as important as personal conversations and emails.  Review all marketing materials to see where all-about-them language can be substituted to take your business to the next level.

  • We limit ourselves to having 123 total clients. 

                                                –Clients who join us are part of a small and select community of only 123 total clients. Being part of this small community of clients allows you to experience exceptional service.

  • We are fortunate that 95% of our new clients are referrals.

                                                –Clients are eager to refer us to everyone they know who they think fits with what we do for them.

  • I invite you to visit our website and review our client testimonials and our service system.

                                                –Feel free to visit our website for additional services and added-value programs that may be of interest to you.

  • I am making a transition in my business that is a substantial improvement for you.     

                                                –Great News!  New business transition results in substantial improvements for you!  You now receive…

The easiest way to transform the language is to review all materials and circle all the “I’s” and “We’s.”  Then look at each sentence and notice if the second half of the sentence expresses benefits to clients.  Many times, you can take the back end of the sentence and put it first. You always want to have the client benefit mentioned in the beginning of the sentence.

Record your conversations with clients either by audio or video as an exercise.  Review them and note how many times “I” and “We” are used.  By scripting and rehearsing all-about-them language, all your communication will improve and so will your business.


About Anne Bachrach

Anne Bachrach
Anne M. Bachrach is known as The Accountability Coach™. She has 23 years of experience training and coaching. The objective is to work less, make more money, and have a more balanced life. Anne is the author of the books Excuses Don’t Count; Results Rule! and Live Life with No Regrets; How the Choices We Make Impact Our Lives. Go to and get 3 FREE gifts including a special report on 10 Power Tips for Getting Focused, Organized, and Achieving Your Goals Now. Join the FREE Silver Inner Circle Membership today and receive 10% off on all products and services, in addition to having access to assessments and resources to help you achieve your goals so you can experience a more balanced and successful life (

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