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.

Martin Bissett

Founder of The Bissett Group

Martin Bissett has worked with over 2,000 accounting firms across 44+ countries since 1998, helping them generate over £500m in recurring fees. As an advisor to accounting firms and FinTech companies at board level, his clients include major names like Intuit, Dext, Xero, IRIS, and ICAEW.

A prolific speaker and author, Martin delivers 10-20 keynotes annually and has written 14 books, including the bestseller Passport to Partnership and Never Mind The Bullets. His work is part of accounting curricula in both the UK and US.

Martin’s career spans the globe, including 23 US states, and his expertise has earned him global recognition. More recently, he has published children’s literature with The Climb and Letting Go, with another release planned for 2025.

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

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