16 York Drive
New City, NY 10956

ph: 917-463-3618

Business Development for Professionals

Lawyers, accountants and financial advisors are all competing for fewer clients who fall into their targeted financial category. Ominous economic forecasts signal a need to look beyond traditional models for how to expand a firms' revenue or how to grow a private practice.

The typical structure of a law or accounting firm has been for partners to be rainmakers and for associates to do much of the work behind the scenes. Associates who want to make partner take it upon themselves to look for business. Too often, they find it difficult to fit practice building activities into their work schedule and many waste time networking in the wrong places. 

Most established firms are just recently becoming aware that providing business development skills for their associates can reap benefits such as increased revenue and an enhanced reputation.

While business development programs for partners is common, the success rate has been limited.  Two reasons for this are:

  1. Most programs have a set format for all participants regardless of their personality differences.
  2. Highly trained professionals have a natural resistance to putting non-traditional methods into practice.

 

The Challenge...

To provide a business development program for professionals that produces a reliable return on investment for a wide range of personalities.

Exceed Associates has a proven, customized approach to business development that is based on an individual’s strengths, talents, and schedule. 

 

  • Business Development for Professionals

    This practice building system focuses on four main areas:

    1.  Client analysis

    2.  Goal setting

    3.  Systematizing

    4.  Capitalizing

    All of these steps are customized to meet our clients' special needs so that this becomes an exhilarating venture and one that produces results.

     

    Whether you are a mid-level attorney, accountant, a partner or are just starting your financial advising practice, discover how our proven system can help you set a foundation that saves you time and money. 

    To find out how this can benefit you or your firm, contact us today.

Think about this...

What must your business/practice do exceptionally well to attract and keep customers/clients?
 
How do most of your clients come to you?
 
To find out other questions you need to consider in order to create a practice building plan that really works, contact us today.

"What I like best about this program is the tangible tactics I've gotten to grow my practice."

                       Associate at a large New York City firm

 

Additional benefits clients experience:

  • Focus – How to get and stay focused on the right actions
  • Tactics – What actions are needed to achieve their goals and a timeline for doing them
  • Time management skills – Awareness of how to spend the time you have and how to be more disciplined
  • Organizational skills – How to be more effective and efficient

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16 York Drive
New City, NY 10956

ph: 917-463-3618