Services for solicitors and accountants

 
Client development

The core of any business is its clients. You need to understand what sort of customers you have and what their needs and expectations are, so that you can develop effective propositions for attracting and retaining the clients who are going to be most profitable for you.
Client

For example, our Client Insight programme has helped a number of firms to identify which aspects of their service really adds value for their clients, and which disappoint them, often with surprising results. We can also show how loyal your customers are, and what business opportunities you might be missing out on.
Business growth

To withstand increased competition, strong regulation, and more demanding customers, you need to grow consistently and profitably. Are your sales and marketing strategies maximising your growth opportunities and fully utilizing your marketing assets?
Client

For example, have you considered the benefits of having a financial services arm to your proposition? And if you already have one, do you need help or support to make it more effective?
Service delivery

If the core of your business is your clients, then meeting your clients’ service expectations cost-effectively is critical. Are you confident that the quality and nature of your service is satisfying both the needs of your clients and the requirements of your business? Are you delivering it reliably and cost-effectively?
Client

For example, are you using technology to both deliver
superior service for your clients as well as further
developing and improving your services, making them both more cost effective and valued by clients whilst making more effective and profitable use of the time of both
professionals and administrators?
Sustainability

All businesses face threats to their on-going success, whether from external or internal factors. Have you identified the risks you face and are taking action to manage them? Doing so could not only add certainty to your business but also increase its value.
Client

For example, we can work with you to build strategies to identify and manage potential threats to your business (macro and micro) and help identify opportunities to develop your business to mitigate against them, as well as advising on Succession Planning where appropriate.

• services for product providers and asset managers

• services for small to medium sized financial advisory firms

• services for larger IFAs, networks and support services organisations

• services for mortgage and insurance brokers

• services for solicitors and accountants