A process guaranteed to increase fees and improve client service
If you invest in our Fee Builder process we will guarantee positive results as long as you follow our simple stepped process. All the tools and materials you will need are provided together with three months telephone support.
And, if you don’t have the time or internal resources to fully utilise what we supply, we can also provide the necessary practical support…
Our Fee Builder Plus 3-month guarantee
If you use the various online tools, marketing material and the advice we give you at the three support calls that are part of the Fee Builder Plus process, and you fail to recover your investment in Fee Builder, we will refund ALL your subscription costs.
We offer two Fee Builder options - a BASIC STARTER PACK or a comprehensive FEE BUILDER PLUS subscription
(See below for more information)
|FEATURES - see more information in the table below||Starter Pack||Fee Builder Plus|
|DOWNLOAD HERE||SUBSCRIBE HERE|
|Fee Builder Workbook 2019-20||Y||Y|
|Client Fact Sheets||Y||Y|
|Cross-sales spreadsheet tool||Y||Y|
|Bonus item - Tax Planning Road Map bundle||Y||Y|
|A cross-sales marketing check list||X||Y|
|90-day money back guarantee||X||Y|
|A new client acquisition check list||X||Y|
|Risk assessment tools||X||Y|
|Kick-start conversion process||X||Y|
|First month progress check||X||Y|
|Three month follow up||X||Y|
|COST implications (all plus VAT)||£150||Monthly fee of £55 payable 6 months in advance on set-up and followed by monthly instalments of £55|
More about the Fee Builder features
Our Fee Builder Workbook includes 11 ideas to boost fee income
|BUSINESS FITNESS PLANNING
TAX PLANNING REVIEWS
COMPANY SECRETARIAL SERVICES
CGT FORECASTING AND PLANNING REVIEW
IHT FORECASTING AND PLANNING REVIEW
BUSINESS EXIT PLANNING
And the following “new” service delivery ideas:
PERSONAL “END OF LIFE” OR DISABILITY PLANNING
PERSONAL FINANCIAL ACCOUNTING REPORTS
BUSINESS SYSTEM CHECKS, and finally
REGIONAL TAX PLANNING
See Fee Builder in action on Bob Edwards’ practice website
Subscribers to Fee Builder Plus can use the Swan page template as reference/inspiration to create a similar page on their website and use this page to promote cross-sales to clients and to create new client acquisitions. The page incorporates all the interactive and video elements supplied in our Fee Builder Plus package.
Click on Swan logo to access relevant page
Like to acquire Fee Builder resources for your practice?
Secure your Starter Pack or Fee Builder Plus resources by following these links
Frequently Asked Questions
Fee Builder is written and is focussed on the tax and accounting regulations for a particular tax year. The eleven ideas for new services shared In Bob Edwards’ Fee Builder Workbook for 2019-20 are currently available.
If you take the Plus option (or upgrade to the Plus option) you will be able to access any additional resources added to Fee Builder in the current year. You will also have automatic access to a new Workbook and support material created for the tax year 2020-21.
Take a look at the blog that lists the services you could offer clients based on our 2019-20 Fee Builder options. https://landmarkpd.co.uk/add-new-income-streams-to-your-practice/
Read the blog post, select just one of the services we recommend and then estimate the number of clients that you could approach and that would benefit from that selected service.
The £ cost of Fee Builder will likely be dwarfed by the additional fees you could generate.
If you invest in the Fee Builder Plus option, this includes an easy to implement to-do check list that will guide you through the simple processes you will need to complete in order to provide clients with useful services and grow your practice fee base by trying the cross-sales and new client acquisition options.
Most of the initial work can be done by admin staff with less than half a day of a fee earners’ time to make a connection between clients and services.
Small steps are recommended. The best way to address these concerns is to prove that our processes work, all-be-it on a small scale initially, then you will have the incentive you need to create or buy-in the support you need for a wider application.
As a fail safe feature, we will call you to monitor and support implementation when you sign up for the Fee Builder Plus service, and one month and three months later.
If you really don’t want to build a cross-sales and marketing resource within your practice, and you like the idea of increasing cross-sales and new client acquisitions, you will need to outsource.
Bob Edwards, the Landmark founder director, has created a marketing company - Edwards Pearce & Co Ltd – in collaboration with Laura Pearce (a PR and marketing specialist).
Edwards Pearce only work for accountants. They understand the dynamics of running a practice and they can provide as much support as is needed to help you implement Fee Builder.
Your Fee Builder Plus subscription includes three calls from Edwards Pearce to monitor your implementation progress. Calls will be made shortly after you sign up and again, one month and three months later.
Financially, the sky is not even your limit.
The starter pack costs £150. Bob Edwards is on the record offering to eat his proverbial hat if you can’t create additional fees for your practice way in excess of this cost.
The Plus option has a recurring annual cost of £660 and again, the possibility of increasing fees way in excess of this amount will only be limited by the scale of your Fee Builder implementation.