Build Your Firm's New Client Pipeline

...and get new clients as early as next week!

Every firm should be able to forecast their growth proactively. What kind of adviser wouldn’t?

How to build a new client pipeline is THE definitive walkthrough of the fundamental 8-Stage Process to assemble your first New Client Pipeline so that you can start working right away and get new clients, as early as next week!

This guide includes a series of questions to help you discover and begin the process of keeping track of where your new fees and growth is going to come from.

When you have this in place within your practice, you will find it easy to grow proactively, but in a monitored and managed way, prioritising where you need to focus your efforts.

It is important that we know, at any given point, where our pipeline stands. We need to be able to project our bottom line and also know where we stand if we lose a regular client and where that replacement income will come from.

Meet Martin Bissett

Founder of The Bissett Group

Martin Bissett is the founder of the Bissett Group of companies that provide practice and personal growth communities, content, and continuing education exclusively to the accounting and bookkeeping professions worldwide.

Previously he established a high six-figure consulting firm while serving as a keynote speaker with over 100 one-off and repeat engagements to his name, as well as becoming the most published author on his topics of specialism with 11 books including 1 bestseller.

Since 1998, he has played a major part in working with over 1800 accounting firms in over 40 countries. These projects have led to those firms acquiring over £500m of recurring fees before inflationary increases, referrals and upselling are factored in. He stopped keeping track of this number over 5 years ago.

Martin now advises both accounting practitioners and FinTech companies alike, at board level.  

What's Inside?

  • 1

    How to Build a New Client Pipeline

    • An Introduction - How to Build a New Client Pipeline

    • USP Principle: Building the Pipeline

    • How to Build a New Client Pipeline PDF

    • A.C.C.O.U.N.T.S. Spreadsheet sample

Build Your Pipeline

Get your firm's new client pipeline off to a flying start today.

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