Recently I have seen a trend where firms, in particular the Big 4, are asking their potential partners to use only a few slides of powerpoint to pitch and something write their business case for partnership.
The Joined Up Networker
I help professionals, mostly accountants and lawyers become the Go-To-Expert. After joining BDO LLP in 2004, I have now almost clocked up ten years working predominantly with accountants helping them achieve their career and business goals. Unusually for someone with an Engineering Degree, I accidentally became a writer and used my knowledge on social media to write the current best-selling and award-winning book on networking, The FT Guide To Business Networking. (over 100 five star reviews on amazon) In 2012, the book I always wanted to write, 'How to make partner and still have a life' was published. In March 2014, my latest book, 'The Go-To-Expert: How to build your reputation, differentiate yourself from the competition and win business' was published. People frequently talk about me as someone who really knows her stuff – which may be the reason I have, over the last decade, worked with over 300 partners, coached and trained over 2000 professionals at every level of the UK’s most ambitious professional practices.
I am honoured to have been asked to judge the British Accountancy Awards in 2011 and 2012. I am a member of the Accountant's Club Global Advisory Panel, and write regularly on practice management issues for CCH.
Myself, and Jon (my co-director) are approved Growth Accelerator Coaches. This means that we can if you are eligible, through the Growth Accelerator scheme, help you get some coaching funded by the scheme. Click here for more details to see whether you are eligible for the scheme.
Read how we have helped one of our accountancy clients access Growth Accelerator funding to grow their turnover by nearly 50% and profits by over 200%
The types of work I am currently helping my small professional practice clients with, includes:
1) Helping a £2m t/o practice grow to £4m by restructuring the firm and helping the management team step up
2) Working with a £1m t/o practice to grow to £2m by generating more leads, and getting more work from existing clients
3) Enabling a £300k t/o practice grow to £1m by helping it sort out it's profitability by adding in efficient systems and processes, and increasing the quality of the lead generation by marketing to a niche
4) Facilitating the growth of a one man band practice into a 3 person practice by helping increase the lead generation and conversion rate of leads, plus keeping the practice owner accountable to his goals.
The Excedia Group was founded by myself and Jon Baker to bring clarity, perspective and knowledge to help our clients achieve their business goals. We specialise in working with highly technical individuals, typically lawyers and accountants, helping them to get out of their comfort zone and build a profitable and sustainable client portfolio whilst handling the challenges of leading a business.
My work splits into about 50% Executive & Business Coaching with Partners & potential partners, with the rest split between training, consultancy and writing.
My articles & quotes regularly appear in the press, e.g. FT, Guardian, Accountancy Age, Accounting Today, Economia, ACCA's publications. I regularly blog at Partnership Potential, venture-Now, Joined up networking and How to make partner.
To book me for a speaking engagement please contact my PR Agency, Meerkat PR, on 020 8563 0182, and ask for David Stoch. For any other work related enquiries, please contact me directly.
My clients have included: Deloitte LLP, KPMG LLP, BDO LLP, Haines Watts, MSI Global Alliance, UK200 group, Macintyre Hudson LLP amongst others.
The theme of the conference was grow your practice your way. It truly delivered...
A mixture of excitement and gut wrenching fear
It might seem unthinkable, certainly unsayable, but what if you are not certain that partnership is right for you? Maybe you’ve spend the best part of a decade working towards that holy grail, and only now, just as you are ready to go for it, you find yourself wondering . . .
No one wants to come across as pushy or aggressive. Nothing is more offputting than the stereotypical salesman, with his foot in the door, pressuring you to buy. However, if you don’t follow up on leads, you are going to have a hard time developing a strong client portfolio.
There’s a big conference coming up. Big names in your field are going to be there, several of the presentations look interesting and useful, who knows how many leads you might pick up?
Need to build your practice? Not getting enough referrals? Then this article has some of the answers you need right now.
Given the amount of contrasting advice on the internet about what needs to go in your LinkedIn summary, it is any wonder that so many people get it so wrong.
When I was just starting out as an independent coach and trainer, I supported the pitch team of a Top 100 law firm come second in a million pound tender. They didn't get the contract, but I learned a lot!
If you are reading this article because you've been unsuccessful in the partnership vote, then I feel for you.
Some partnerships don't have a formal process for admitting new partners. So is there any way you can work on a plan to make partner? Of course there is! And in this post, we'll show you how.