Current Advisors
How Can We Help Your Current Clients
I already advise my clients on strategy and the same areas you are covering. Why would I refer them to your services?
This is great news. Clients already receiving the benefits of support and advice to take their business to the next level have the perfect base from which to progress.
Some of these clients will not require any additional services. However, some will still benefit from being referred to us and so will you.
Businesses that want to move quickly with their plans that will require much more intense periods of support in the short term may need additional help.
It is possible that this sudden increase in demand can place an unexpected strain on the resources you have to provide the right support.
Clients may perceive any delays or lack of direct and immediate attention as a dip in service and this could be detrimental to the overall relationship. We can ensure that your relationship is further enhanced and reinforced by ensuring their needs are met at a pace and depth to meet their expectations but with no conflict to their ongoing requirements for your services.
This is true now more than ever before when businesses will place great pressure on their advisors to deliver to the highest standard and to be up to date and highly skilled in such a broad spectrum of business issues. The demands placed on those advisors own businesses will need to be managed just as carefully as those that they advise.
Working in flexible partnerships, with people you can trust and whose service values are aligned with your own will be the future of every successful business.
Benefits For the Client
Immediate access to the right support with no delays in service provision
In depth, fully focussed support
A better understanding of the services you provide and the further services they may require
Being able to articulate their strategy to you quickly and effectively
An objective perspective to their business but with no conflict to provide further services
Benefits for you
An enhanced understanding and appreciation from the client of the services you are currently providing, the associated costs and the value they bring to the business
Identification of further areas of work that could benefit the business by extending their services with you
A focussed approach to the client's meetings and requirements from you, supported by a clear vision and strategy. This is key in making it easier for you to deliver even more added value
Enabling their business to move forward and grow faster, resulting in a more profitable client
An objective perspective to reinforce any areas you have previously identified as needing to be addressed. Long standing relationships can often result in complacency with the client and not necessarily taking on board all the advice that is given
No wasted time on meetings/ calls giving support on the business generally that may not be fully charged back.
Increased efficiency and effectiveness of communications between yourself and the client, reducing wasted time or duplication
Even more in depth understanding of your client's business but without your own associated costs and time to collect that information
No risk of compromising the current levels of service you provide or falling short of their high expectations
Unlike most other services, the client will never have to sacrifice their budget with you to pay for ours.
One off fixed costs mean their monthly budget is free to be used on other services, including your own.
If you can see your client's potential and would like help move them from good to great, please Get In Touch and see how we can work together to achieve that potential.