Want to shift from pure compliance towards advisory services?

If you find you're hitting a brick wall when you try and sell advisory to clients, we can help!

Resources to help you promote advisory services

Subscribers to our Fee Builder service receive monthly resource packs to promote specific services to clients. On each topic, we provide: client updates, scope and implementation advice and updates for partners and staff.

FEE BUILDER Plus - SPRING 2022 OFFER

You will not be charged for the first month of your Fee Builder Plus subscription. ADDITIONALLY, we will be on-hand to help you with the implementation of the resources provided in the first month of your subscription. In this way we will demonstrate the effectiveness of the resources provided before your paid subscription commences.

You can cancel your subscription at any time, no long-term lock-ins.
Simply complete our online order form to secure your chance to sample our Fee Builder resources with no financial risk.

February 2022 - Wealth Management

Resources for this month will focus on the introduction of wealth management as an advisory service option for clients. Resources will include fact-find templates and other implementation support documentation. Options will range from the provision of basic "pro-bono" reports to full-blown wealth management reviews.

Outcome: Lift the value of your annual conversations with clients and add to  the advisory services offered by your practice.

Why you should choose Fee Builder Plus

Affordable

You pay just just £55 pm for a wealth of information, support and practical ideas to generate additional income for your practice

Targeted

We’re fast at getting important information to you. Not reams of jargon and fluff, but the important bits that help you do your job and tell your clients that you are watching their backs

Knowledgeable

We know our onions. Our founder has built and sold two successful practices. The information we publish is based on his experiences in practice and supporting other practitioners.

Structured

Fee Builder material is structured so you choose how much time you want to dedicate to practice development

We have been working with Bob and his team for many years now. The introduction of Fee Builder has proven to be a really comprehensive and useful tool for us to easily implement on a monthly basis. As with most accountancy firms, there is not always time to dedicate to content writing and generating additional strategies to attract new clients or cross-selling with current clients.  This is what the Fee Builder has enabled us to do.

Clare Weston, Nunn Hayward - June 2020

Ready to proceed?

Simply fill in the order form below and we will be in touch as soon as your secure Fee Builder Dashboard has been created...

Fee builder plus - spring 2022 order form

Fee Builder Winter Offer order form
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