Expert Advisory Forum (28th May 2026)
Maximising Return on Marketing Investment
Patrick McLoughlin | Perfect Client
Most accountancy firm marketing focuses on the firm itself: its services, expertise and credentials.
The problem is that this often makes one practice sound much like every other.
This Advisory Expert Forum explores how to place your ideal client, and the problems they want solved, at the centre of your marketing, sales conversations and advisory services.
Highlights include:
- Why lifetime client profitability matters more than the initial fee
- How to identify the clients who value your support most
- Why problem-led messaging is more compelling than promoting services
- How emotional connection helps practices stand out and build trust
- Using client interviews, testimonials and case studies as credible proof
- How better questions can reveal unmet needs among existing clients
- Why more focused positioning can support higher fees and stronger margins
- Practical examples of marketing that speaks directly to business owners’ challenges
