Struggling to sell advisory services to your client?

Struggling to sell advisory services to your client?

Reading Time: 3 minutes | Selling advisory services to their clients is one way in which Accountants can increase their average fee, and help clients more. But, many small firms are struggling with how to sell advisory services. Here are 5 steps to start unlocking the potential that advisory...
Managing your sales funnel

Managing your sales funnel

Reading Time: 3 minutes | Pulling a rabbit out of a hat is something magicians do (did?), not something that you should be doing to grow your firm. You probably want to sign up more clients. More than that, wouldn’t you prefer a  steady number of them, rather than a glut, followed by...
Are you onboard with your onboarding process?

Are you onboard with your onboarding process?

Reading Time: 3 minutes | You have a great firm, it’s growing as you’ve mastered your sales process and you get good referrals. However, could you improve your onboarding  process? Does the way you welcome new clients mean they immediately think about passing you more leads, or is it a chore...
Better marketing is like ripe Camembert, are you?

Better marketing is like ripe Camembert, are you?

Reading Time: 2 minutes | Better marketing improves the amount of good business you do, and can save your time! Having spent a few weekends in France lately I’ve been enjoying their approach to cheese (and I love cheese at the best of times). But ripe cheese that is oozing with flavour,...
The crowded station method to improve your marketing.

The crowded station method to improve your marketing.

Reading Time: 2 minutes | What’s marketing got to do with a crowded station? What is pulse marketing, why is it totally rubbish, and are you guilty of it?  If you want to improve your marketing, getting better leads into your practice, stop any pulse marketing you are doing.  The crowded...
Is January a good time for accountants to be marketing?

Is January a good time for accountants to be marketing?

Reading Time: 1 I’ve been observing accountants over the last month. There seems to be a split in how they cope with the January SA silly season. There are some (actually pretty smug) accountants who are telling me – ‘silly season? what silly season? Our practice...