The ultimate guide to meeting an introducer for the first time
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The ultimate guide to meeting an introducer for the first time

You are meeting a potential introducer for the first time. This article looks at what to expect from this first meeting and how to make sure it goes well.  What you shouldn’t expect Given the pressure to win work, many of us go into this meeting thinking that we will walk away with work or…

Why winning business successfully is all about the right mindset not skill level
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Why winning business successfully is all about the right mindset not skill level

This post is taken from an extract from the transcript of one of my recent webinars on “how to win your first client…..and then your second and third”. Heather (HT): The people I see that become very successful at business development are actively making choices every day. These choices tend to fall into these categories,…

5 types of referral friction you need to overcome if you want to generate referrals from your firm’s existing clients
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5 types of referral friction you need to overcome if you want to generate referrals from your firm’s existing clients

In this article, I consider the knotty problem of how to open up the internal marketplace in your firm to build your own client portfolio. This is especially important if you are in a Big 4 or large law firm. Why is this important? The really successful professionals in a Big 4, Magic Circle or…

The new LinkedIn search capability you have probably missed
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The new LinkedIn search capability you have probably missed

In the past month I’ve been working with managers and directors from a large firm of accountants on how they use online networking to win clients. Naturally this has involved a deep dive into LinkedIn and how they use this ‘on purpose’ and effectively. I was less than impressed when LinkedIn brought out its completely…

The 3 most likely reasons why your leads are not converting
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The 3 most likely reasons why your leads are not converting

Do you find that you have good conversations with prospects which never quite seem to lead to paid work? You are not alone! This is one of the most common challenges professional advisors have with their business development. Particularly when they are new to business development. In this article I explore the 3 most common…

Buying signals: How to recognise them and swiftly close the sale
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Buying signals: How to recognise them and swiftly close the sale

How do you know when a client is thinking of buying your services? They start to give off buying signals. This blog post answers the question, what are buying signals? Then, when you recognise a buying signal how to progress the sale swiftly to a conclusion with your potential client. What are buying signals Before I…

How to build up a pipeline of new work via my network
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How to build up a pipeline of new work via my network

How to create a pipeline of new work via your network Recently I have been having a similar conversation with my clients who are in the process of building up a pipeline of new work and their client portfolio via their network. Therefore, in this blog post I will share the conversation I had with…

Business development advice that harms more than helps
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Business development advice that harms more than helps

Clients often tell me about the business development advice they have had from well-established partners in their firm.  Lots of these tips are spot-on and very helpful. Others are . . . well, we have a chuckle!   Some of the tips I have heard have been at best unhelpful and sometimes actually damaging to…

8 tried and tested ways to increase your profile
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8 tried and tested ways to increase your profile

It’s a common piece of feedback that many aspiring partners or directors will get told. In a professional services organisation, having a good profile leads to getting onto the plum assignments and being first in line for any promotions. But what does it mean, and how do you go about increasing your profile?

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