Your complete roadmap and step-by-step process to attracting better clients and making sustainable, profitable, growth.

Never have to worry about where your next client is coming from.


6 months

This programme follows a structured path over 6 months. You’ll be supported to make a real permanent difference to the size of your client portfolio and structure of your firm.

No Jargon

Everything you will learn, like the Go-To Expert book, will be easy to action right away, simple, jargon free AND based on exactly what works for our clients.

Signup for £197

Secure your place for £197.


The Growing your firm system is based on the best-selling Go-To Expert book published by Financial Times Publishing. The book has gained over 45 five star reviews on We have then added to the programme so your firm can deal with the extra business, and make a profit.

I thought this book was very helpful in the way it helped me focus on excellent tips and techniques to upgrade my consultancy work. The authors are real experts and walk their own talk, which is important for me.

Derek Arden

Author of "Win Win"

It is a must for any one in a professional career that wants to get ahead.

Paul Miller

Owner, Cornish Accountants

The Next Programme Starts on 1st March 2017










Download the Go-To Expert workbook which will help and support you to implement immediately what you are learning in the virtual masterclasses

Private Facebook Group

An expert moderated group of people on the programme for day-to-day queries, celebration and support.

Live Virtual Masterclasses

The interactive virtual masterclasses are live, but you can watch them back time and time again from the comfort of your laptop or tablet.

I was under pressure to build up a completely new client portfolio, from scratch, as a result of changing firms. I got the structure, process and confidence to go out and win my new clients – in a way which felt natural and authentic to me. As a result I beat my tough year one targets.

Nick Rudd

Financial Planner, HFM Columbus


How does it work?

In part 1, over a two month period, we meet online for three 60-90 min masterclasses. In each masterclass you will learn the exact same system which has helped our clients double and sometimes triple the size of their client portfolio in less than two years.

You will get everything you need to learn how to attract bigger and better clients, differentiate yourself, increase your client conversion rate and grow a profitable client portfolio.

Part 2 is about enabling your firm to cope with the extra business and increase net profit. We will meet online for two 60-90 min masterclasses. You will learn how to transform the ‘back end’ of your firm, so your client growth is sustainable.

You will get everything you need to learn how to get more from your staff, attract and retain better staff and to adjust your firm so that you can start charging higher average fee by improving the value you deliver to your clients.

In part 3, we will work with you in the private Facebook group to complete the Touchpoints Challenge. In the challenge you will integrate business development into your daily routine, implement your marketing plans and turn your intentions into the sustainable world class results you deserve and need.

The Touchpoints Challenge really helped refocus my mind and make daily sales and marketing activity part of my day job. After just 3 weeks of the challenge it has lead to some great new sales leads from our ideal clients.

Frederika Roberts

The Happiness Speaker

The Touchpoints Challenge held me accountable. Hearing the shared successes of the group kept me motivated.

Natalia Cohen

Inspirational Speaker and Pacific Ocean Rower



Thursday, 9th March

3pm UK time

Masterclass 1

Three reasons your marketing isn’t working and how to identify your ideal client to target

  1. Discover the three reasons why your marketing isn’t working and quick fixes to put this right
  2. Identify quick actions you can take to quickly win high quality profitable new business
  3. Follow our fool-proof process to discover your dream clients who make you the most money and who you love working with
  4. Learn how to make sure your marketing is fit for purpose and significantly reduce the risk that your marketing doesn’t work

Tuesday, 21st March

3pm UK time

Masterclass 2

Become irresistible to your ideal clients

  1. Discover the buying journey of your IDEAL CLIENTS and what to say and do to help motivate them into buying from you
  2. Identify the KEY WORDS and PHRASES you need to use to motivate your ideal clients to buy without price being a problem
  3. Discover the exact formula that produces the most IMPACTFUL testimonials that help convert future prospects
  4. Use our TRIED AND TESTED informational research framework to get a first meeting with your ideal clients

Tuesday 11th April

3pm UK time

Masterclass 3

Converting Prospects into Clients: The Easy Way

  1. Learn how the DUFF framework can stop you chasing leads which are never going to convert
  2. Discover why buyers rarely buy on price and what you can do to maximise your chances of winning the work
  3. Identify the misconceptions most professionals have about the sales process which prevents them from winning work
  4. Learn the 3 questions buyers have which you need to ANSWER in order to win the work
  5. Learn the EXACT WORDS and PHRASES to use in the sales process to identify the real reasons a prospect is interested in your services

Tuesday 16th May

1pm UK time

Masterclass 4

How to recruit and retain the right staff, so you can get on with your job

  1. Discover how to find and interview staff, so you get a good selection, of great staff
  2. Learn how to structure their roles, so you can focus on growing your firm, not doing your team’s jobs for them
  3. Discover how to unleash the power of delegation, so you don’t have to worry
  4. Structure your firm so that your team are really clear on their roles and get on with them

Monday 13th June

3pm UK time

Masterclass 5

How to change your practice so you are less reliant on declining income streams

  1. Discover how to really add value to clients, and it’s NOT by doing compliance work
  2. Discover the difference between giving advice and being an advice led firm
  3. Actually start to move your firm from compliance towards advisory and increase your average fee


Full price
  • Access to the 5 Virtual Masterclasses + Access to the private Facebook Group + Complimentary copy of The Go-To Expert (worth £20) – 3 hours of 1:2:1 coaching (worth £750) – Review of LinkedIn profile (worth £150) + Price excludes VAT
  • Sign up, click here

With coaching

Includes one to one coaching
  • Access to the 5 Virtual Masterclasses + Access to the private Facebook Group + Complimentary copy of The Go-To Expert (worth £20) + 3 hours of 1:2:1 coaching (worth £750) + Review of LinkedIn profile (worth £150) + Price excludes VAT
  • Sign up, click here

Heather has helped me establish myself as the firm’s expert on independent retailers and FMCG. As a result of working with Heather I now have the luxury of picking the clients I want. No more relying on following up leads from the telemarketer for me. So many positive things have come out of our relationship, not least a 5x return on my investment, targeted introductions from her black book and 6 pieces of PR in the right trade press.

Phil Mullis

Partner, Head of Retail and Wholesale, Wilkins Kennedy

Frequently Asked Questions

I'm interested in the program, how can I find out more details?

Click on this link to book a 20 min call in Jon’s diary or call us on + 44 (0)1234 48 01234

If I don't find the programme valuable will I be able to get a refund?

Our aim is to make sure that ALL of our clients are happy. If after talking with us we can’t rectify what is wrong with the programme for you, we will agree a no-quibble refund for you.

When will I be invoiced for the programme?

You will be invoiced immediately for the programme. If you want to have a chat with us to see whether the programme is right for you, click on this link to book a 20 min call in Jon Baker’s diary. Or call Jon on 01234 48 0123

Can I pay by credit card?

Yes. When you sign up, you will automatically be asked to pay by credit card via our payment processor (Stripe).

If you prefer, we can set up a GoCardless link for you to pay via your bank instead; please contact us if you would prefer this.

Do I get charged VAT?

Yes, all prices quoted are exclusive of VAT. We will add standard rate VAT onto your invoice.

Who will be my coach on the programme?

If you decide to add in 3 hours of coaching into your programme, you will be coached by Jon Baker.

Will there be a recording of the virtual live masterclasses?

There will be recordings available of every masterclass, within 24 hours it taking place. An audio transcription of the masterclasses will also be available within 1-2 weeks of the masterclass.

Will you open up this programme again if the time is not right for me now?

We plan to run this programme about 3 times a year. The next programme will start in May, so do get in touch if you would like to reserve your place.

If I attend the programme will you guarantee that I will rapidly grow my client portfolio?

What we guarantee is that if you attend all the masterclasses, implement a focused marketing plan, and do at least 5 touchpoints a day, whilst on the The Touchpoints Challenge, you will win business worth significantly more than your investment in the programme.

We are so confident that if you do all this and you still don’t get a return worth many times your investment in the programme, we will give you at least 2 hours of 1:2:1 coaching (worth £600 + VAT) to help you build your client portfolio.

Heather is an award-winning author of 4 books, including ‘The Go-To Expert’ and ‘How to make partner and still have a life’. In the last twelve months her clients have added over £1m to their portfolios. She loves helping her clients, particularly the reluctant business developers, become confident and effective at business development.

Jon Baker, co-author of The Go-To Expert, has worked with thousands of people in the accountancy, legal and consultancy professions, from small businesses to large practices. Jon has an MBA and is a master in NLP. Jon has a track record of helping his clients double to triple the size of their client portfolio.

If you have any questions, please call us on 01234 48 01234 or click here to book a 20 min call in Jon’s diary