Growing your business

Content Summary

Tips for growing your business

  • Ensure you remain your clients’ trusted adviser; be proactive and anticipate their needs
  • Link clients to people and services within your network
  • Build managing clients’ investments into their long-term plans, either yourself or in association with your network
  • Focus on maximising the value of the firm, the services offered, the firm’s inherent profitability, and the quality of your client base
  • New lines of business are possible through your network, and you can use tools such as data analytics to help you grow your business
  • To remain competitive, you need to consistently review your fee base and provide value-adding services. Explore value-added services in more detail

Growth strategies

These guides have been designed to provide you with guidance on organic growth, positioning your business for eventual succession.


Use these workpapers to strategise your business growth.

Client mix improvement
DOCX · 262.4 KB
Growth improvement
DOCX · 262.4 KB
Leverage improvement
DOCX · 262.5 KB
Liquidity improvement
DOCX · 262.5 KB
Maturity improvement
DOCX · 262.5 KB
Profit improvement
DOCX · 262.5 KB
Staffing improvement
DOCX · 262.5 KB
Write-off level
DOCX · 262.5 KB


External growth strategies include advertising, seminars, sponsorship, newsletters, events, directory and database lists, promotional materials, social media and websites.

Two of the best forms of marketing, however, are networking and referrals. Word-of-mouth referrals from happy, existing clients are the best form of advertising.