“If you're not sure where to start on that clarity piece, a useful exercise is to pull up your five best clients right now... write down what they have in common.”

Ryan Lozanis · Future Firm Accounting Podcast · Saying No Is How You Say Yes (To the Right Clients)

Play from 4:38
4:38

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What was described

Ask yourself to list your five best clients and write down common traits (industry, size, communication style, payment speed, hand-holding level, respect for advice)

5 best clients

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“While you're at it, do the same exercise in reverse with your two or three most draining clients, and notice how often the same traits show up on both lists just flipped.”
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