Success - The 'Secret Sauce'

Objectives

Increasing our prices is not just about agreeing an annual fee increase, it also includes the frequency of the fee notes, closely managing chargeable time and recoveries.

Additional services often involves the advisory space such as tax planning, business advice, wealth management and addressing your clients’ “life cycle”

Winning more clients is a HUGE subject but if we focus on the easy wins, we can achieve 10-15% growth just from one source – That’s the secret sauce of growth

Cross selling is all about selecting your favourite ideas from a list of pragmatic processes, all designed to bring in new fees from existing clients

Key Topics

• What is the secret sauce of each of these approaches ?
• Get the sales figure up – putting targets on each of the 4 areas of growth
• Which services are most wanted by our clients ?
• Niching by industry and/or by service line
• How to be successful with introducing new services
• How to maximise client referrals
• Converting leads into clients

Who Should Attend 

Partners and managers familiar with trust taxation and requiring a higher level update.  Individuals new to working with trusts and requiring an introduction to the topic.