Working on your practice - Building your pipeline | Accurium

We once again welcome for another session, Martin Bissett and Darren Xerri from Upward Spiral Professionals, who will join us to present on building your pipeline an important Practice Management topic.

This second webinar will focus on building your firm’s pipeline of new clients and fees. 

  • Who is the ideal client and how do you assess them as “ideal”?
  • How can you get new clients and fees into your pipeline, whether its boom or bust?

In this session Darren will talk at a high level about the steps you need to take if you want to implement additional services.  Then, Darren & Martin will show you how to create a pipeline of prospects for you, who you can reach out to immediately following the webinar.

 

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About Martin Bissett 

Martin Bissett is the founder of the Upward Spiral Partnership (USP), the international consulting firm that specialises in enabling the accounting profession to win higher-end clients, create leaders from their ranks and save lives. His professional purpose is to alert the accounting profession to the profound outcomes that their advisory expertise can create in the lives of their clients. At the same time, he also alerts the accounting profession to the profound difficulties that can arise in the lives of their clients when they choose not to educate their clients about the impact that their advisory expertise can have. The Upward Spiral Partnership is the 4th business Martin has played a key role in building and the first of his own.

 

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About Darren Xerri 

Since 1996, Darren has worked with accounting professionals to help them operate their firms more profitably and efficiently. USP Australia is a collaboration with Martin Bissett and Darren Xerri bringing both their experience and expertise, with Darren delivering regionally to accounting firms in Australia.  Darren brings a wealth of business acumen and practice management experience to firms he consults with. He enables partners to focus on evolving their firm, freeing up discretionary time so they can concentrate on strengthening client advisory relationships and work closely with their clients.

 

The information in this presentation has been prepared by Upward Spiral Professionals AUS ABN 19 792 616 959 and Accurium Pty Ltd ABN 13 009 492 219 (Accurium). It is general information only and is not intended to be financial product advice, tax advice or legal advice and should not be relied upon as such. Whilst all care is taken in the preparation of this presentation, no warranty is given with respect to the information provided and Upward Spiral Professionals AUS or Accurium is not liable for any loss arising from reliance on this information. Scenarios, examples and comparisons are shown for illustrative purposes only and should not be relied on by individuals when they make investment decisions. We recommend that individuals seek professional advice before making any financial decisions. This presentation was accompanied by an oral presentation, and is not a complete record of the discussion held. No part of this presentation should be used elsewhere without prior consent from the author.

 

 

Disclaimer

This information is provided by Accurium Pty Limited ABN 13 009 492 219 (Accurium). It is factual information only and is not intended to be financial product advice, legal advice or tax advice, and should not be relied upon as such. The information is general in nature and may omit detail that could be significant to your particular circumstances. The information is provided in good faith and derived from sources believed to be accurate and current at the date of publication. While all care has been taken to ensure the information is correct at the time of publishing, superannuation and tax legislation can change from time to time and Accurium is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current. We recommend that you seek appropriate professional advice before making any financial decisions.