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Professional Practices Main Page
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Accountants, Financial Advisors, Actuaries and Consulting Firms Marketing,
Branding,
Strategic Planning and
Business Planning
for Professionals A small, or a start-up, practice may be in need of professional, yet cost-effective, marketing materials that will help to build a core client base and referral network. It may also be in need of a business plan to generate financing, manage the day-to-day operations and work towards the vision for the practice. A mid- sized practice may be in need of improvements to existing marketing materials with a communication strategy that leverages authentic strengths and competitive edge. It may also be in need of a strategic plan to improve or clarify process, structure, roles and point of difference, as a result of shifting requirements in human resources, finance, marketing and operations. A larger or more mature practice may share many of the needs of the mid- sized practice or, alternatively, it may require a succession plan, if one of the principals is ready to begin planning for retirement. |
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| Professional Practice | Common Requirements | |||
| Small / New |
Build core client base and referral network Write business plan |
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| Mid-sized |
Improve marketing impact Create communication strategy to leverage strength Develop strategic plan to improve or clarify: process, structure, roles & valued point of difference |
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| Large / Mature |
Improve marketing impact Create communication strategy to leverage strength Develop strategic plan to improve or clarify: process, structure, roles & valued point of difference Plan for succession |
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Regardless of practice size or stage of life, we have found that the key to successfully developing the professional practices of Accountants, Financial Advisors, Actuaries, Insurance Brokers and consulting firms is to initiate the process with clear change objectives with regards to strategy, finances and lifestyle. At Bekhor Management in Toronto, we customize our practice development programs to meet the unique needs of every client from the small to the mid-sized professional organization. We can work with you to build a better business with business coaching, branding, marketing, strategic planning or business planning services that address the real needs of your office including:
We are experienced marketing and business consultants that speak, teach and write about practice development for various Canadian professional associations. We have also published several marketing and branding articles in The Bottom Line, one of Canada's leading accounting publications. Contact us by email or by telephone at (416) 969-9600 for an initial consultation without fee or obligation, if you are accountant, financial advisor, actuary or consulting firm in Toronto or the Greater Toronto Area (GTA) and are interested in building a better business. |
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