Commercialising CORE Insights: Short and Long-Term ROI
Explore a three-phase approach to turning client insight into commercial value: improve existing client meetings, communicate more regularly and build educational resources that strengthen your practice's proposition.
Rather than focusing only on the technology, this session looks at the commercial reasons for using CORE Insights: making more of meetings you already hold, giving clients timely reasons to engage, and creating lasting value through education and marketing.
Webinar chapters
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Why commercialise CORE Insights?
The three opportunities for commercial return.
Turning financial insights into a client approach
Quantifying issues, preparing emails and meeting agendas.
Short-term value from better meetings
Retention, referrals and natural conversations about further support.
Pricing and client retention
Why a better experience can support fee reviews and measured price testing.
Personalised communications and meeting requests
Using client-specific issues to prompt clients to ask for help.
Commercial return from more regular contact
CRM costs, client satisfaction and recurring communication.
Creating educational and evergreen assets
FiMBO modules, training recordings and reusable website content.
Bringing the three phases together
Longer-term commercial value and the final recap.
What you will learn
Make existing meetings more valuable
Use current financial insight to move beyond historic accounts and tax to practical issues and follow-up actions.
Keep in touch beyond the year end
Use selected portfolio information and reviewed client communications to highlight relevant problems and prompt discussions.
Develop a longer-term growth asset
Combine client education, reusable resources and clearer differentiation to support retention, referrals and prospect enquiries.
Who is this for?
Practice owners, partners, client managers, accountants looking to expand their advisory conversations, and fractional finance directors developing a repeatable approach to client engagement.
Read the practical guide to client retention and advisory revenue for a structured implementation approach.
A common question
Do we have to introduce a complete advisory service first?
No. The session suggests starting with a short discussion about current business performance during existing meetings, then building more regular communications and educational support over time.
