Stepping out…

Do you rely on referrals to grow your practice?

Are you sitting in your office waiting for someone to call?

Perhaps it’s time to step outside and tell the world at large that you are open for business and have the means to support business owners and high-income individuals with business development and tax planning strategies.

Imagine this

You are a market trader. Your stall is nicely laid out and you wait patiently for someone to come and talk to you.

The neighbouring stall is similarly laid out, but the stall holder is on her feet, exhorting passers-by with the range and usefulness of the services she offers. Who do you think is going to win more business?

Relevance for professional firms

Obviously, you are not going to stand outside your office regaling pedestrians, but you could target local businesses that you would like to work with, review their websites and send them an introductory email with targeted information on the advisory services you would like to discuss with them to develop their business or save them tax.

The problem is we prioritise service delivery rather than looking for opportunities to cross-sell advisory services to clients or win new business by distinguishing the services you offer from your competitors. We get stuck in the compliance rut, and as we are well aware, this will not allow us to build closer relationships with clients who want more from us than preparing annual accounts and tax returns.

Don’t have time to develop advisory services?

Bob Edwards, the founder of LandmarkPD, has spent over thirty years in professional practice and has specialised in ‘stepping out’ to meet the growing needs of his clients. He created LandmarkPD to offer the insights he has gained in practice to other practitioners and has been joined in this process by an expanding team of like-minded professionals and marketing specialists.

If you don’t have time to develop services that would ease your transition from price-challenged compliance to advisory-led services. Take a look at this website.

You have three low-cost, high value options

Fee Builder – subscribe to our weekly and monthly resources to develop specific advisory services – £55 per month

Spotlight Library – access to over 20 accessible fact sheets on development or tax planning issues. Can be rebranded for your practice. – Annual fee of £220

Book a 30-minute, no obligation call with Bob Edwards to discuss your options. – no charge…

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.

Leave a comment