How to make the most of referral partners
Referral partners are the second biggest source of new business for accountants. However, these groups lack the professional development and coordination to maximise returns. We can help. PlannerWeb works with groups of referral partners to develop the revenue potential of their client bases. Often referral partners include financial planning practices, accounting practices, law firms, mortgage […]
Financial Planning and Accounting practice case study: How to make digital resources work?
This client (who has some 15 staff across two offices) employs PlannerWeb’s premium digital marketing service. They have tried for many years, using newsletters in the main, to supply more to their clients and to enhance communications and client experience. The results have been poor and they feel readership, and therefore value, has dropped to […]
Why are articles better for developing client potential than Newsletters?
After years of comparing how practices use newsletters and articles to help develop the potential in their client base the results are more than interesting. Time and again newsletters do no more than transfer information to clients but in recent years clients have changed quite a lot. Newsletters may have been OK when they were […]