From the research we conducted, there was a need in the market place for a high end service offering to high end clients, and we filled the void, with a number of firms adopting the ‘private client’ approach. We came up with a collaborative style of fine tuning the service offering for accounting and financial advisory firms to provide their clients with opportunities they would not usually get access to, and to ideally disrupt the traditional client service model.
A Professional Partners network is nothing new, although we believe it’s a new 2021 approach, working with accounting firms in an on-going collaborative manner to continually find the 1% of magic to find a proactive approach to a better client service offering.
Our offering is led by the accounting firms in our network, working to offer clients something they may not usually get access to, therefore built by accounting firms, for accounting firms, modeling one of the top 4 firms. We also bring together a key educational element, bringing together industry leaders to share their IP with our network, via our social posts, virtual lunches, training days, conferences and a podcast series.