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 next book, 'The Go-To-Expert: How to build your reputation, differentiate yourself from the competition and win business' is 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.
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.
Your partners are very unlikely to hand you your first clients on a plate. After all, they (your partners) probably have their drawings and share of the firm's profits directly linked to the size of the client portfolio.
I’ve noticed an increase in a practice on LinkedIn of adding in extra information to your LinkedIn name. In this article, I will explore the pros and cons of doing this practice and better ways to achieve the visibility and credibility you require on LinkedIn.
I often run workshops on 'working the room' and I am always being asked how to make myself more memorable at networking events. In this post, I share 5 ways of helping you be more memorable when working the room.
In this blog, Heather explores the problems that many aspiring partners face - how to get their partners to see the need for change in the firm's marketing and general business development processes, systems and practices.
I was reading the comments from the Sole Practitioner's blog post It's all over, and for all of you who are happy to finally be in Feb, well done for surviving self assessment season.
There are many reasons why your application for partnership is not accepted. Here are the five most common mistakes aspiring partners make when they apply for admission to the partnership.
1. Not building up a fan base in the partnership