Fee Builder Library

Boosting referrals – February 2020

This pack advocates an active approach to the referrals process – don’t wait for referrals, create them.

All practices rely to some extent on referrals from clients and other sources, this Fee Builder strategy will help you boost this important source of new clients for your practice.

Bob Edwards

Bob has been working with practices across the UK offering novel ways to improve cross-sales and increase new client acquisitions. He is also interested in "step changes" in legislation that offer challenges, and therefore opportunities, for practitioners to provide new recurring and one-off support services to clients.