Accountants Lawyers Professional Advisers

Where is the best place to get new business??

Your existing clients!!

Wouldn’t it be great to anticipate your clients’ future needs for your services and then maximise the work you do for them?

All you need is to help them to plan ahead, write the plan down, and then offer the extra services you are currently not providing.

How do we do that?

Contact Robert Book to arrange for a Strategic Planning Day for your clients

There is no cost to you
Your clients only pay what they believe to be the value of the day
You receive a copy of their plan*

You now know where they are going and are able to tailor your offering to their stated needs, whether they are accounting, legal or financial services

*Only if the client agrees!!

Benefits for Accountancy, Legal and Professional Advisers

• No cost to the practice. RBA takes the risk

• Proven value to business development of your existing clients

• Your clients only pay what they think the day has been worth to them

• There are always issues to be dealt with from the action plan
  
  These belong to the practice and you can identify them from your copy of the Action Plan
  • Tax issues
  • IHT issues
  • Succession Planning issues
  • Sale of the business
  • Due diligence on target businesses
  • Property issues
  • Bank reviews
  • Financial Services issues
  • Marketing issues
  • Pricing issues
  • Management Information issues
    And many more.