Advisory Growth
Grow Advisory Revenue From Your Existing Clients
The signals that precede advisory work already sit in your client data. They are surfaced monthly, ranked, with the evidence attached.
The problem
The advisory work is usually already in the building. A client takes on staff, buys a property, changes profit sharply, or approaches a threshold.
The signal is in the accounts, and nobody has time to look across every client for it.
What the system does
- 01Watches for the changes in client data that usually precede advisory work.
- 02Ranks the opportunities by likely value and urgency.
- 03Gives each partner a monthly shortlist, with the evidence behind each name.
- 04Records outcomes, so the signals that convert are the ones it prioritises next.
The numbers it moves
- Advisory revenue
- Fees from work outside the recurring engagement, measured against the baseline agreed before the build.
- Fee per client
- Measured across the clients where advisory work was taken up.
How it is proven
Every opportunity raised is tracked to its outcome, and only work that is billed counts towards reported value.
Questions
- Does it contact clients directly?
- No. It gives partners a shortlist. The conversation stays with the person who owns the relationship.
- What signals does it use?
- Changes in your own client data: profit movements, payroll changes, asset purchases, thresholds approaching, and patterns in what clients ask about. Which signals matter is set during the Audit.
- What if we are not ready to sell advisory work?
- Then this is not the first system to build. The Audit ranks the leaks by what is recoverable soonest, and advisory growth is usually not top of that list.
Would this pay for itself in your practice?
A 30-minute call to talk through how your practice runs this work today, and whether an Audit is worth doing. If it is not, we will say so.
Last updated 29 September 2026