
Blogs
Caroline’s Club Newsletter is published every Tuesday at 2.30. It gives you a weekly blog, a podcast interview with our private client professional of the week and keeps you up to date on the news and views of our CPCP (Complete Private Client Practitioner) Members. If you would like to submit a blog it will need to have been published in a third party publication and you need to pay an admin fee.
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The Challenge for Professional Advisors
Professional Advisors make up the largest industry sector in the country, they must therefore lead the world in becoming the best in improving business skills, innovation, productivity and levelling up.
EY axed 30 partners to improve profits!
Professional advisers do not like to make their professional advisers redundant to increase their profitability - but this trend is on the increase. Even so little is offered to professional advisers to improve their profitability by way of training, mentoring or guidance.
With my experience as a leading lawyer and head of the private client department at Simmons & Simmons, a background in psychology and contributor on tax and trusts to the FT for twelve years I decided to research how to make a profit. This short questionnaire gives an insight into the topics covered.
Could your firm be more profitable?
Most professional advisers could be more profitable. They are not taught how to win quality work and their networking produces only a modest return on investment.
Our Executive Briefing gives you 12 ways to improve your profitability. Take our test to find out.
We can then book a meeting to take you through our Executive Briefing and Workshop.
It is your patriotic duty to grow profits
Philip Coggan writing in the financial Times says the economy needs growth to square the circle between the eagerness of voters for increases in public services and their dislike of paying more taxes.
The UK is a provider of professional services. The aim of Caroline’s Club is to increase revenue, cut costs and save time, through its methodology, tools and training. A start towards fixing broken Britain.
Increase revenue, cut costs and save time.
I your organisation is not strategic and collaborative, you are probably busy, working hard but not as profitable as you could be. Pareto identified that 20% of work produces 80% of the profits. Caroline’s Club teaches you how to focus on the profitable 20% and gives you the tools you need to deliver it. If you would like to find out more book a slot to watch a brief presentation by phone on 07979 188 288 or email on caroline@carolines.club
Think SMART
Knowing how our brains motivate us is key to achieving our ambitions and winning our goals. We need to think SMART, our goals must be specific, measurable, achievable, relevant and timely. Using our online training program winning businesss is not a random shot in a blizzard but a strategic plan which can grow your business, build trusted relationships with clients, build good working relatinships with contacts integrate your practice areas and grow your revenue.
Attending Events
Is it important to attend events to originate business? Does it depend on who attends and what are the topics for the speakers? Would you like the opportunity to speak even if only for three minutes?
Building Trust with Clients (8)
Do you engage with your clients outside of your expertise and work? Are you concerned that they will put off if you stay in touch? There are ways to build trust and develop stronger more meaningful relationships with your network at while crearting engaging marketing material.
How to get the most out of what you have got. (7)
All professionals will have clients. Most do not do enough to ensure that these clients will come to them for repeat business or refer them to a colleague of friend - this is called up-selling.
Furthermore most professional despite 'bonding sessions', and 'away days' (and sometimes threats) fear that if they refer a client to a colleague in a different department that they will 'lose' the client. From my experience this is a real fear.
Wierd isn’t it? (6)
Most professionals do not have an effective strategy for winning business. BD managers could work more closely with the professionals in their organisation to deliver the revenue which the firm wants. In this episode Caroline' tells you how her Club can deliver both - but as Albert Einstein says if you want a different result you need to something differently.
Getting ahead of the competition (5)
If you position your services alongside your competitors, you are more likely to be seen because of the power of aggregation. You then need to know how to get ahead of the competition through social proofing. Read more about it here.
Get your message across (4)
Selling is about how to get your message across, but most people have a resistance to a sales pitch. In our next episode we discover how to get a message across without shouting or creating resistance which Caroline's Club includes in every aspect.
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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.