Tag Archives | Financial Services
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Nearly-Free Workshop in Brisbane: A sensational day

On Monday we had the first of the Nearly-Free Workshops for Professional Services Firms in Brisbane. 16 wonderfully bright and intelligent professionals came together to share and learn. Sydney still has some places available for April 26 and Melbourne is scheduled for May 3. Book here if you’d like to attend. We discussed ways for [...]

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$90 Workshop for Professionals – Sydney & Melbourne Update

THE $90 (NEARLY FREE) WORKSHOP FOR PROFESSIONALS. Join Ric at a ridiculously cheap investment for five hours (10-4) on marketing, pricing/fees, leverage, networking, use of language, prioritising clients, building your brand, and much more. He’s even buying lunch! Register today: April Brisbane April 16; Melbourne May 3; Sydney April 26. “This is my way of giving back to [...]

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Professional fees and pricing are based on self-esteem

I am noticing more and more a serious problem that is occurring with accountants, lawyers, consultants, business coaches, financial advisers and recruiters alike. Nobody knows what to charge. And, all the advice I see being given by “experts” is way off target! The victims of Fee-Fear are all fine people with excellent credentials, knowledge and [...]

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Efficiency doesn’t equal effectiveness in professional firms

Efficiency doesn’t equal effectiveness. Effectiveness is sometimes the antithesis of efficiency. What will make you, your organisation, and your people effective is: Business development (takes time and doesn’t rate on the efficiency-scale when monitoring time sheets in 6-minute increments). Networking (there goes the time-sheets again). Quality client service and relationships (to deliver great service and [...]

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Reminder: The $90 Business Workshop – BRIS – MELB – SYD

THE $90 (NEARLY FREE) WORKSHOP FOR PROFESSIONALS. Join Ric at a ridiculously cheap investment for five hours (10-4) on marketing, pricing/fees, leverage, networking, use of language, prioritising clients, building your brand, and much more. He’s even buying lunch! “This is my way of giving back to the communities who’ve helped build my success.” An almost-free [...]

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10 Strategies, Tools & Techniques to build an Extraordinary Firm

Ric Willmot’s Law Firm Marketing Interview Podcast The Law Firm Marketing Masters Blog has rated me one of the “Top 10 Law Firm Marketing Experts in the World” and “Australia’s leading law firm management and marketing consultant”. It doesn’t matter if you’re an accountant, lawyer, recruiter, financial planner, consultant, coach, professional speaker … the rules [...]

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Workshops for Professional Services Firms – April 2012

The $90 Workshop for Professionals: Business Builder Series An almost-free day for people in the accounting, law, recruiting, HR, business consulting & coaching, speaking, and related professions to help them dramatically accelerate business and find new markets. It’s my way of “giving back” and providing a high-content day. The registration fee is only $90 + [...]

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St George Bank Business Breakfast: Maximum Revenue Targets

I was recently engaged to speak at a breakfast for 21 senior St George Bank executives which was hosted by Martin Turner of The Turner Group. The talk was on utilising your customer market to gain maximum revenue targets. Many people within larger organisations fail to appreciate their own value and the value of what is [...]

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Business Referrals Survey Results available for download

The results of the survey we conducted in November on Business Referrals has been summarised and condensed into a PDF document with opinions and viewpoints added. Thanks to everyone who participated in the survey. Your assistance, honesty and thoughts are highly valued by us and the readers of the final summary. I am currently writing [...]

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“Send me a proposal and I will look at it.”

The stairway to success in professional services requires market leadership, operations excellence, reinvention and innovation, deliberate delivery, performance management, and an intelligent command of marketing. The thorn of many professionals are the words: “Send me a proposal”. The truth is most proposals should never be written. The proposal does not win the business for you. [...]

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