Our Vision

Our vision is to be the pre-eminent provider of business development methodologies, tools, and training for the Professional Services Industry. We do this by making clients and their concerns central to everything we do.

Our Mission

To connect Professional Service Providers with other professionals who serve similar clients—Client Mapping—and to be the go-to place to find out who they are and what they do best. We want our professional members to increase revenue, cut costs and save time to focus on their clients’ best interests.

Our Methodology

Our methodology involves visualising and analysing our clients’ concerns and who they may interact with to resolve them. We then match professionals with others who serve the same client type to showcase their unique skills and experience with each other.

Most marketing is non-strategic and unfocused—like a shotgun in a blizzard. We teach our professionals to identify and seek out the work and clients they are best suited for. Then we give them a rifle and teach them how to shoot at clearly identified targets.

Client Mapping facilitates better inter-firm and intra-firm connections to colleagues, contacts, client referrals, and recruits. We provide them with a strategic and highly focused network from which to win clients and the work for which they are best suited.

Our Tools

Caroline’s Club provides a platform for members to promote engaging marketing material to the public, colleagues, and contacts, and we teach them how and why to create it.

The scope for online networking using our methodology is vast and includes accountants, wealth managers, lawyers, bankers, passion investments, insurance, art brokers, estate agents, M&A professionals, fund managers, etc., globally.

Oliver Wyman says, ‘Client revenues from the wealthiest group are the fastest growing portion of the professional services sector. Professionals focused on this group can expect revenues to rise by 39% to $99bn in the next few years to 2028.’

Our Training and Coaching

Part I Client Mapping

Caroline’s Club provides its members with a methodology to win the business they are best equipped to deliver through Client Mapping. Client Mapping matches professionals who serve the same client type through cross-selling, integration of bolt-ons, and networking offline and online, while encouraging a collegiate atmosphere of cooperation. The Club is supported by an online platform that stores the marketing material of our members, audio and video clips, blogs, and podcasts, which can be referred to and shared when needed. Our mission is to map a client’s concerns with the professional adviser with the relevant experience and skill to resolve them.

Part II Good Practices

Caroline’s Club gives our members psychological tips to adopt and traps to avoid, increasing revenue, cutting costs and saving time through good habits, planning, and understanding the difference between facts, fears and benefits. Through the incorporation of good habits, professional advisers better serve their clients.

The Benefits

For the Professional: to promote what they do best for their clients

For the Firm: to set strategic goals, for business development teams and professionals to work together to track, analyze, and amend marketing activity, increasing revenue, cutting costs, and saving time year on year.

For the Client, this means learning more about the threats to their finances and who best to go to resolve their concerns.

If you would like to find out more, call Caroline’s Club on 07979 188288

Quarterly Membership of Caroline's Club
£220.00
Every 3 months

Caroline's Club is an exclusive club for professionals who want to increase revenue, cut costs and save time. It provides its members with award-winning methodology, marketing tools and training. Most business development by the professional services industry is a shotgun in a blizzard; Caroline's Club provides its members with a rifle and the training they need to use it effectively to win business.


✓ A methodology to win business
✓ A platform to promote their marketing material
✓ Internal email to connect to other Caroline's Club Members
✓ Online Client Mapping training program
✓ CMP accreditation to signify membership of Caroline's Club
Annual Membership of Caroline's Club
£792.00
Every year

Caroline's Club is an exclusive club for professionals who want to increase revenue, cut costs and save time. It provides its members with award winning methodology, marketing tools and training. Most business development by the professional services industry is a shotgun in a blizzard. Caroline's Club provides its members with a rifle and the training they need to use it effectively to win business.


✓ A methodology to win business
✓ A platform to promote the marketing material of its members
✓ Internal email to conect to other client mapping members
✓ Online client mapping training program
✓ CMP accreditation to signify membership of Caroline's Club

The Club House

'Listen to and learn from our private client professionals'

Blogs

Your stories, your views and your news

Podcasts

Your personal audio brochure to tell us about you

Our Professional Global Network

Join our membership to access a global network of CPCP Members in our Members Directory.

You can add yourself to our directory and make contact with other professionals.

Testimonials

Noel Craven

Quartet Investment Management

“Being a member of Carolines Club has facilitated opportunities to grow my professional network and led to opportunities to pitch for new business. It is fantastic to share that one of these opportunities has converted into a new client. ”

Karen O’Hanlon

Ocorian

“The podcast with Jon de Jäger was most enjoyable and gave a good snapshot about the CT Group, I particularly liked the focus and drivers.”

Quarterly Membership of Caroline's Club
£220.00
Every 3 months

Caroline's Club is an exclusive club for professionals who want to increase revenue, cut costs and save time. It provides its members with award-winning methodology, marketing tools and training. Most business development by the professional services industry is a shotgun in a blizzard; Caroline's Club provides its members with a rifle and the training they need to use it effectively to win business.


✓ A methodology to win business
✓ A platform to promote their marketing material
✓ Internal email to connect to other Caroline's Club Members
✓ Online Client Mapping training program
✓ CMP accreditation to signify membership of Caroline's Club