Proven growth, marketing, and sales expert helping accounting, tax, consulting, and law firms grow faster than the market.
Let me help your company attract, win and retain your ideal clients.
About You
What’s Holding Back Your Growth?
Before we start, let’s ensure you’re in the right place.
Does your business:
- Lack a consistent flow of leads?
- Have loose strategy, marketing, and sales alignment?
- Grasp for a growth strategy?
- Struggle to track your wins and losses?
- Discount to win?
- Struggle to retain clients?
If any of this sounds familiar, your business isn’t alone. Over the last few years, many firms have had to cut fees to retain or attract less-than-ideal clients. They’ve also had to execute on marketing and their normal business functions. That means fewer people wear more hats. You’re not alone if you’re stretching to cover more clients or take on more duties outside your core competencies. But there is another way.
Grow Your Business with a Proven Growth, Marketing and Sales Professional
If you want to attract and win new clients, retain your existing ones, and gain more lifetime value from them, let’s talk! Accounting, tax, law, and consulting firms need marketing and growth plans tailored to their unique conditions. With these things confidently covered, you can get back to focusing on your strengths and serving your clients.
About Me
- Ex-KPMG Partner with 16 years’ of experience working with executive leadership
- Experienced in delivering marketing, sales, and growth programs for a 2,500-head firm
- Excom member & Asia member of the Marketing and Communications and Clients and Markets leadership group for KPMG Asia Pacific with over a decade of experience
- Executive Education from the Harvard and IMD Business Schools
- Master of Science in International Business from Nottingham University Business School
My Approach
Beyond my credentials, I bring a unique and experienced perspective to your marketing, sales and growth efforts. I understand how law, consulting, tax, and accounting firms think and work, big and small. Every firm is different, and I listen intently to understand what makes yours tick and how to accelerate growth.
And as a leader, I thrive when I can help others achieve their full potential. Let me help your company attract, win and retain your ideal clients. Schedule a consultation with me today, and let’s discuss what your business needs to thrive.
Services
How I Can Help Your Firm Grow
I offer four core services to help your firm attract, win and retain your ideal clients:
01
Customized Growth Strategies
Growth takes careful planning and execution to happen. The right plan can make all your efforts to attract new clients worth it. But many businesses focus on the wrong things, devoting too much effort to activities that won’t have much return. Here’s how I can help your business focus on what matters for growth:
- Market Research: Conduct a comprehensive study to understand your unique market.
- Planning & Tracking: Identify and track key performance metrics.
- Engage Your Team: Interview your team members to see what triggers growth.
- Visualize: Create a visual representation of how your company grows.
02
Attract Your Ideal Clients
A well-built marketing machine attracts the ideal leads for your business. It can create a virtuous cycle in which clients ready to work with you are delighted by your service and burnish your reputation. But without careful calibration, your marketing efforts can go awry and attract the wrong clients, wasting your limited resources. To help you attract the ideal clients, I can do the following:
- Lead Generation Planning: Attract a consistent, growing number of high-quality leads.
- Marketing & Communications Optimization: Perfect your existing marketing efforts.
- Credible Industry Leader Program: Establish your firm as an industry leader.
- New Launch Strategy: Craft a coherent plan to launch a service, practice, or Partner.
03
Win Your Ideal Clients
Winning the clients you want validates all your marketing practices. But sealing the deal is an art unto itself. Without knowing how to close and build a system to support sales, you can channel your limited energies into prospects that aren’t right for your business. To assist your company in winning clients, I can help you with the following:
- Manage Inquiries and Lead Pipelines: Ensure the right leads move to closing.
- Formalize Closing Strategies: Identify and implement effective strategies to win more than your fair share.
- Pitch Coaching: Elevate your pitches to close more leads.
04
Retain and Grow Your Ideal Clients
The number of clients you can retain reflects the quality of service your business delivers. Higher client retention means higher lifetime revenues from each client. By understanding what it takes to keep your existing customers continue to say “yes,” you can better attract new ones. To help you better retain clients, I can assist with the following:
- Client Service Reviews: Systematize and improve client service review processes.
- Post-deal reviews: Collect feedback on closed deals to improve overall service.
- Account Planning: Create bespoke plans for accounts.
- Client Engagement: Structure meetings and activities with clients.
My Growth Advisor Services
I offer the following services as a growth advisor to help your company expand.
- Strategic Guidance: Work with your executive leadership to chart strategy.
- Fractional CMO/Chief Growth Officer: Build or reorganize your marketing team.
- Supporting Young Partners: Systematize their sales, marketing and growth practices.
- Mentorship: Prepare young talent for leadership roles within your firm.
- Headhunting: I’ll help you evaluate possibilities in this area to accelerate growth.
Ready to grow your company? Schedule a meeting with me to discuss what your business needs to thrive.
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