“Partners in my firm who have been the most successful are those who are part of a close knit group of peers who they trade both advice and business with. That’s the type of group, I’d like to be part of.”
Word of mouth referrals hasn’t been sufficient to grow our firm. I need to find a proven methodology with a high ROI against dollars and time invested.
|Accountant’s Problem||The Collaberex Solution|
|I need advice on how to bring clients into the firm||Share best practices with non-competing professionals|
|I am not sure who my target customers are||We coach you & define your target customers|
|My expertise is not sales||Our methodology of combining peer advisory with targeted referrals get results|
|Networking has not yielded satisfactory results||This is not networking. It’s a much more efficient way to improve business development|
|I get closed out of networking groups because my slot is taken||We will find the right group for you|
|I need advice and referrals NOT from random people but from the right people for me||Only 6-8 people who understand your business development issues and have compatible networks|
The group was very open and genuinely interested in helping each other. Jonathan was great with ideas and moving the meeting along.