Throughout the year, as I meet with my survival/non Ideal Clients, should I be telling them about my Ideal Client Community, and how they are not in it or should I be silent for the time being? I have done a number of road maps with these clients, but have not explained they are not Ideal Clients. What would I tell them, if anything?

Early in your journey you just serve them as usual. At some point you can give them an opportunity to step and become an Ideal Client and plenty of time to find another advisor if that’s the path they choose. Don’t sweat it. It’s a four year journey. You don’t have every answer for every possible question super far in advance. We’ll help you get through it.