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The Efficiency Method

FOR PROFESSIONAL ADVISERS

YOUR CLIENT'S NUMBERS ARE A SYMPTOM

You see the result of a badly run business every year. I fix the cause. A straightforward referral relationship for accountants and solicitors whose clients keep hitting the same wall.

TWO DIRECTIONS

The same client, from two directions

An accountant sees it as a cardboard box in January. A solicitor sees it as a contract nobody can find in March. It is the same business, and it is the same problem.

“I have solicitors as clients. Great legal system, but actually not very good document system. I've got accountants, fantastic at what they do. However, their standard document system, where do they keep all of their own official records, their CPD training, their compliance risk registers?”

That applies to your clients. It sometimes applies to you.

INTRODUCTIONS

How it works

No fee-sharing arrangement to negotiate, no contract to sign, and no attempt to take the relationship. I do not do your work and I have no interest in it.

01

You introduce a client.

02

I have a conversation with them. If I can help, I tell them how. If I cannot, I tell them that too.

03

I become the reason the annual conversation stops being the same conversation.

DISCUSS A CLIENT

A straightforward conversation

No fee-sharing arrangement to negotiate, no contract to sign, and no attempt to take the relationship. Bring me the client you already have in mind.