Are You a Queen Bee? Do You Have Queen Bee Clients?

Teresa Riccobuono

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In an effort to better serve your clients, you may have read articles or had clients take quizzes to help you understand their personality type.

The four common personality types or styles often referred to are driver, analytic, amiable and expressive. If you are not familiar with these terms here is some information.

Today I want to introduce you to another personality style that is not often discussed.

Queen bee

The idea for this article started with a conversation I had with one of my female advisor clients. We were discussing ideal clients and advocates, looking for common characteristics among them.

As the conversation progressed, it became clear that her favorite clients were strong women, and a few men, who are leaders among their group of friends or colleagues. I described them as “queen bees.”

Since like-minded people are drawn to one another, it’s no surprise that the advisor I was speaking with is a queen bee herself.

Delving a bit deeper into evaluating her top clients, we discovered that there is a category of clients who want to be the queen bee, but in reality are not. We labeled this group of clients “wannabe queen bees.”

As part of the process, we analyzed clients who had recently departed the practice. We found that at least a few of them were queen bees. Since the advisor is a queen bee and the clients are queen bees too, there was not enough room for both.

In an effort to retain queen bee clients, my further discussion with the advisor took us down the path to thinking about how best to interact with these queen bee clients both during meetings and when considering specialized events.