More of the Right Clients: How Defining Your Ideal Client Profile Can Transform Your Firm 

Current as of: 24 March 2026.

The most successful firms share one thing in common:
They’re crystal clear on who their ideal client is, and who they’re not.

In this practical session, you’ll discover what becomes possible when your firm commits to serving the right people.

This webinar was led by Sharon McClafferty, who brings deep, practical expertise in helping professional services firms achieve growth, clarity, and operational focus. 

Sharon, Founder and CEO of Slipstream Group, draws on two decades of experience analysing the financial performance of hundreds of advice and accounting firms and coaching more than 90 practices nationwide to achieve stronger, more intentional growth. 
 
By the end of this session, participants will be able to: 

• Explain why a clear ideal client profile drives firm growth and operational efficiency. 

• Apply practical filters to identify and assess ideal clients for their own firm. 

• Recognise the warning signs of non-ideal clients and articulate the business case for saying no. 

• Describe how a clear client profile unlocks niche marketing, referral strategies, and productisation opportunities. 

• Evaluate their current client mix and outline the next steps towards a more aligned, profitable client base. 

You can access the presentation slides here, or watch the webinar recording below.