Fee builder
options

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.

Your success is our goal

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 belowStarter PackFee Builder Plus
DOWNLOAD HERESUBSCRIBE HERE
Fee Builder Workbook 2019-20YY
Client Fact Sheets YY
Cross-sales spreadsheet toolYY
Bonus item - Tax Planning Road Map bundleYY
A cross-sales marketing check listXY
90-day money back guaranteeXY
A new client acquisition check listXY
Risk assessment toolsXY
Explainer videosXY
Kick-start conversion processXY
First month progress checkXY
Three month follow upXY
UpdatesN/AContinuous
COST implications (all plus VAT)£150Monthly fee of £55 payable 6 months in advance on set-up and followed by monthly instalments of £55

More about the Fee Builder features

Fee Builder workbook - sets out a fresh look at eleven existing and new recurring services including features, benefits, and where appropriate, recommended resources you can use to deliver the advice.

Client Fact Sheets - documents that you can use to promote Fee Builder services to clients.

Cross sales spreadsheet tool - use this tool to create mailing lists of clients who may benefit from specific Fee Builder services.

Bonus item: Tax Planning bundle - Bob Edwards' Tax Planning Road Map provides a wealth of ideas and strategies for promoting tax planning to clients.

A cross-sales marketing check list - no need to reinvent the wheel, use our check lists to drive your cross-sales campaigns. The copy includes a draft email that you could use to promote your selected campaign to clients.

A new client acquisition check list - use this guide to create and administer your prospect conversion activity. The copy includes a draft email that you could use to promote your selected campaign to prospects.

Risk assessment tools - we provide iFrame code so you can display interactive Business and Personal Financial Fitness tools on your website. View on Swan Partnership site>

Explainer videos - we create branded videos that outline the benefits of business and personal financial fitness. Can be added to your website or video channels. View on Swan Partnership site>

Kick-start conversion process - we will discuss how you can use the Fee Builder resources, and monitor indicators that will demonstrate successful implementation. This will include helping you to marshal internal resources and define responsibilities.

First month progress check - a month one reality check, we will call to review progress, identify weaknesses and areas to build on.

Three month follow up - further progress check, opportunity to discuss outcomes and actions moving forwards.

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
GDPR REVIEWS
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

Client testimonial

"

"During my 30 year career technology has always driven fee levels down . Today is no exception . Bob has looked at some innovative ways to generate additional fees . These are good old fashioned ways to look after the clients . Easy wins that will result in additional fees for accountants."


Paul Miller: Cornish Accounting - April 2019

Client testimonial

"Included in Landmark’s Fee Builder workbook are some incredibly valuable concepts that can be used to create additional income from existing clients, and explained in an easy to read, clear and concise manner. The guide gives practical advice on how to implement Bob’s strategies and do not require big changes to your practice systems, just a different mindset and a few small changes."


Gareth Bown (sole practitioner) – March 2019

Fee Builder is a joint venture

Fee builder is a joint venture between Landmark and it's sister company Edwards Pearce.

Frequently Asked Questions

Why is the Plus service a recurring subscription? Are the resources updated?

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.

Looks interesting but not sure this is relevant to our clients

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.

I’m concerned that we won’t have time to implement Fee Builder ideas

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.  

Tell me how you could help us maximise the benefits of implementing Fee Builder

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.

What are the likely returns if we invest in Fee Builder?

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.

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