Economics of Loyalty: UK
Whitepaper: Defining and
Articulating your Value
Whitepaper: Driving
Growth through Referrals
Practice Update:
Unlocking Client Value

The Business Success Kit

The Business Success Kit The Business Success Kit is a comprehensive guidebook that will help you:
  • Improve productivity,
  • Increase profitability, and
  • Streamline your business
The Kit provides step by step instructions and electronic tools and templates to help you turn ideas into action.

The Business Success Kit includes:

The Ideas A detailed workbook, covering 10 key business management concepts.
  1. Segmenting clients
  2. Assessing client profitability
  3. Structuring client contact
  4. Marketing to existing clients
  5. Managing client expectations
  6. Gathering and tracking information on clients and prospects
  7. Creating an actionable business plan
  8. Standardising key processes
  9. Tracking and analysing practice data
  10. Building a successful team
The Templates All letters, forms and scripts are provided electronically
The Tools Your CD includes a series of tools to help you assess your client management costs, your time, your capacity, your prospect pipeline and client profitability.

Pricing

£99 plus shipping.

Volume discounts are available. Inquire about pricing for orders of 25 or more.

To order your Business Success Kit contact Advisor Impact at 020 7396 5559 or complete the form below.

NOTE: Required fields are marked with *

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