25% off ends 30 June

CPD 1 hours On Demand Course Online

Start with your existing clients: Driving firm growth

Your biggest growth opportunity may be your current clients. They already trust you—and have unmet needs. Learn where to start, what to do, and how to unlock this untapped potential with simple, effective steps.

$72.73

non-member : $90.91

Description

Clients are unaware of all the services and ways you can help them achieve their goals and as you have worked with them for many years, they already know, like and trust you. This opens a great opportunity to further support them and increase firm revenue.

Discover how to grow your firm by maximising existing clients and helping them with their unmet needs. The result being delighted clients, better case studies and increased average client group fees.

Benefits

This session will enable you to:

  • Understand how helping clients just starts with communication and tying that into additional services

  • Learn why a CRM is key to tracking meetings and milestones

  • Set minimum client service standards as a foundation of your relationship

  • Differentiate yourself from other firms and delight clients

  • Discover why simple but regular marketing activities will educate and nurture clients

  • Assist client needs that are outside your firms offering and skillset.


 

Learning outcomes

Upon satisfactory completion of this session, participants will be able to:

  • Empower any team member to identify client unmet needs

  • Have better meetings with clients and recommend next steps to additional services

  • Generate new ideas to boost your client support standards starting today

  • Apply a quick framework to identify "who" is buying "what" from your firm and where the opportunity to help lies.

Presenter