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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Know your client (3)
Caroline's Club is a club for professional advisers who want to meet and work together using a business development tool because traditional networking doesn't work.
Most organisations and social media platforms focus on the difference between professionals such as skill set, seniority and jurisdiction. Caroline's Club focuses on the similarities and groups professionals according to client types.
Networking (2)
The theory behind networking is good. From our research, professionals spend 20% of their time networking, 42% say they are poor at it, 36% say they are average, and 12% say they are good. Most know that there is room for improvement but do not know what else they can do. In this short mini series, I will introduce you to client mapping and how it can be used to originate business and answer your marketing concerns.
Client Mapping (1)
Client Mapping is not new, but knowing how to tap into its power is revolutionary. I want to share with you what I have learned and how you can use Client Mapping in your organisation to smash your goals and get ahead of the competition.
Client Mapping will revolutionise and revitalise how professional organisations win business, break through professional silos and integrate teams and bolt-ons. We want to work with you to show you how.
The digital revolution in winning business
Albert Eistein defined insanity as the repetition of doing something which does not work. Traditional networking does not work so do something different - your lightbulb moment.
The Surprising Success of LinkedIn
Is the success of #LinkedIn driven by poor alternatives to originate business?
Shrewd move by JTC
#JTC has been shrewd in acquring #theFirstRepublicTrustCompanyofDelaware from #JPMorganChase. The US is the only place to stash your cash away in private.
What is a brain drain?
#AnthonyTravers our podcast professional of the week left a good job in the #CityofLondon to escape a 90% #taxrate in the1970’s to live in the #CaymanIslands. He never looked back.
Rachel Reeves is set to win
#RachelReeves has pledged to invest £500million in HMRC to clamp down on tax avoidance. It is only recently that #HMRC has the reliable information it needs to deliver it now needs to appoint and train the staff. #SirTonyBlair is right when he says the economy can deliver on the application of technology.
Life under a Labour Government!
Traditionally when the Labour Party get into power they take initiatives undertaken by the Tory party and then implement them until the pips squeak. This time is unlikely to be the exception.
Empowering the Private Client Sector
#privateclient #networking #award #networkingthatworks
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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.