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Client Discovery Sessions to Help Win Business Advisory Work

Client Discovery Sessions to Help Win Business Advisory Work

by Peter Hickey | Jul 18, 2019 | Practice Management

Today, I want to talk about the client discovery programme. Probably one of the most powerful tools you can have to winning a new client is the Client Discovery Process. Learning to have a conversation and turn that conversation into future business advisory work. I...
“What sank the titanic?…” the top of the iceberg or the bottom!”

“What sank the titanic?…” the top of the iceberg or the bottom!”

by Peter Hickey | May 13, 2019 | Financial Services

…asks Peter Hickey, President of the Institute of Business Advisors & CEO of MAUS. “What concerns me is that so many people are starting or building a Business Advisory but their seems to be a lack of training on the fundamentals of strategic metrics and Business...
Finding Opportunities for Your Clients Through Segmentation

Finding Opportunities for Your Clients Through Segmentation

by Peter Hickey | Apr 17, 2019 | Practice Management

Anyone offering Business Advice to their clients should have a fundamental understanding of strategic planning. Market segmentation is a very important concept in business planning. Basically, it involves breaking up a large market into a number of smaller markets...
Building your Advisory Practice by creating a One Page Exit Plan© for clients

Building your Advisory Practice by creating a One Page Exit Plan© for clients

by Peter Hickey | Mar 13, 2018 | Practice Management

The best way to motivate business owners and sell your accounting firm’s advisory services is to keep it simple! Provide your clients with thought provoking analysis, questions and templates. Try and show them the big picture. Look at the “why” or the “purpose behind...
Exit & Succession – The Next Economic Bubble

Exit & Succession – The Next Economic Bubble

by Peter Hickey | Jul 19, 2016 | Featured Articles, Latest News

Have you ever encountered a client who is planning to sell their business? Or do you have clients asking for ad-hok advisory services? You would be a rare case if you answered ‘no’ to each of these questions! It is due to questions such as these that Accountants are...
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