As a professional advisor in the current economic climate we are aware that you may not have the time or resources to provide these value added services to your clients. You may also feel that the provision of these services may distract you from your core role of crunching the figures and producing short term forecasts for your clients. This may well be true however your competitors may not have the same point of view and in a time of reducing client loyalty this may result in losing some of your best clients to your neighbouring competitors.
Having been in and out of 100's of practices up and down the country it has become clear to us that no matter what the size or profile your practice is you have clients who not alone just want this service but are actively looking for this service. Many stories have been brought to our attention about clients paying over €10,000 to business coaches who have neither the qualifications nor knowledge to give the clients what they need. When someone else is working with your clients on a strategic level very often they can lead your client's technical work away from you also.
OmniPro have a number of solutions for you in this circumstance. We can enable you to proactively advertise your strategic planning services to your client base and indeed non clients and have us service them. This provides a win-win situation for both you and your clients. You ensure that you keep the clients that you want to and while generating a revenue stream with out any additional costs and your clients get the services that they want. We either act as an internal division for your practice or as a strategic partner with your practice allowing you ultimate flexibility in how you present the relationship and maintain control of the relationship.
OmniPro can provide assistance with the following:
