This is a tough one for me because I think it’s more of what you would hear than see but I’ll give it a go.

1. This client likes to travel the US and abroad.

2. They had a health issue a few years ago and are now in remission and is now a health fanatic.

3. He goes out of his way to help others.

4. He likes to be informed, always reading and is curious on how things work.

5. Likes to ask a lot of questions.

One client - who has been a Member for more than 25 years:

1: No sig file
2: I've never gotten a text from them.
3: don't know
4: I've never received one
5: no - both are men, and they wear laceup leather shoes when I see them

Oh! That gave it away - this is three people!
A fourth in this category does send holiday cards - everything else is the same
A fifth does text, everything else is the same.

One of my clients, Derek owns a boutique construction firm. You'd spot him by these five things:

1. He always carries a Moleskine notebook and sketches ideas during coffee meetings.
2. His phone lock screen is a picture of his crew.
3. He wears branded polos, even on weekends with his company logo stitched over the heart.
4. His pickup truck is spotless inside and out.
5. He greets every barista by name, and asks how their day is going, even in a rush.

I have a mix of clients that are both local and from across the country.  The clients I don't see face to face (in 3D vs Zoom), I need to get creative with my questions to get information about them.

One client I'm thinking about lives in Vermont.

- Engaged 

- Drives a late-model pickup truck

- Travels frequently for work

- Always early to meetings

- Preferred communication is email

One of my clients, Chad, runs a small construction firm. Here’s how you'd recognize him:

He uses a polished email signature featuring his company logo and complete contact info—always professional.

When texting, Chad relaxes a bit—he skips formal punctuation and texts like he's chatting over coffee, sometimes making you decipher his shorthand.

He proudly sports a vanity license plate with his business initials, so you'll definitely know it’s him coming down the road.

Chad himself isn't a holiday card sender, but luckily his wife steps in each year to make sure the family stays on everyone’s fridge.

And you'll never catch Chad in high heels—unless steel-toed boots suddenly come with a stiletto option, he sticks firmly to his job-site footwear.

First the clues then the correlation. Specifically for a life insurance client of mine.

1. Kids or a picture of their family.
2. Their branded work truck.
3. Their colored hair and coordinating nails.
4. Their branded clothing.
5.  Soccer mom clues (Athletic wear, comfortable sneakers, waterbottles, and MORE)

Someone who needs life insurance has something or someone to protect. (The Priority)

A branded work truck is one of the easiest ways to tell if someone is self-employed and doesn't have benefits through a job. (The Gap)

The hair and nail combo might be an indication of their ability to take care of themselves and therefore the availability to take care of others. Mothers are leaders at the end of the day. During normal circumstances, mothers need to take care of themselves in order to provide for their children. (The Funds)

Self-employed people wear branded clothing mostly while they're working. Any wear outside of work indicates long hours and reliance on that income to keep their family stable. Without their hard work, the family dynamic would crumble. (The Need)

Active lifestyles and active parenting shows care for oneself and their children. They want their children to thrive and build skills through these activities so that when they're gone, they'll be alright. (The Dream)

• My best client loves bragging about her adult children on Facebook.
• She regularly travels, and often has a few trips planned at any time.
• She prefers communicating by text, but after 10 am.
• She frequents concerts and enjoys traveling for a good show. 
• She loves enjoying a dry martini on a rooftop deck. 

I’m thinking of a facilities leader who’s always sharp and put together—neat and professional every time I see him. He moves with purpose—never rushed or flustered. His tone is calm and steady, even when things get hectic. You can tell he has a military background by how disciplined and composed he is. He’s usually out on his golf cart, quietly checking on everything with confidence. When I meet someone who carries themselves like that, I immediately think of him.