Accelerator Pathways

Skills to find, win and manage clients

How to grow your business

Accelerator Pathways from Adviser Edge is designed to help you develop and hone the soft skills that are crucial to growing and maintaining your business. Split across three stages – finding, winning and managing clients – the CPD content below provides insights and actions that you can implement in the short term, as well as longer-term strategic concepts to help develop your business.

We regularly add content to Accelerator Pathways with insights from the team at Adviser Edge, as well as subject matter experts from the sales and marketing industry, to help you win new clients and grow your business.

You can explore what’s on offer by working through the tabbed sections below – Graham Finlay gives you an overview of the topics in each section in the introductory videos.

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Building a steady stream of leads, be they new clients or growing relationships with existing clients, is a key area of business activity. In this section we draw together ideas, techniques and tips to help you effectively market your services, without breaking the bank.

Introduction: A strategy for growing your business
Collaborative meeting
22 June 2021
Targeting your audience

Introduction: A strategy for growing your business

The role of a marketing strategy in growing your business
30
structured CPD
Introduction: why content matters
Women in meeting
22 June 2021
Building awareness & generating leads

Introduction: why content matters

Building engagement and credibility with valuable content
30
structured CPD
25 August 2023
Targeting your audience
Posting content on LinkedIn
Collaborative meeting
15 min read
structured CPD

Posting content on LinkedIn

LinkedIn’s algorithms ensure users are shown content based on topics they care about. If you can use terms and subjects that are in your target audience’s interest, you can appear higher in their feeds.
30
structured CPD
25 August 2023
Targeting your audience
Marketing yourself on LinkedIN
Collaborative meeting
15 min read
structured CPD

Marketing yourself on LinkedIN

What attributes make your business profile stand out on LinkedIn? We explore video capabilities, the best way to present your brand and your key selling points plus what and when to post.
30
structured CPD
19 October 2022
Building awareness & generating leads
Content marketing in a social world
Women in meeting
15 min read
structured CPD

Content marketing in a social world

How to select and adapt different types of content for different social media platforms
30
structured CPD
19 October 2022
Building awareness & generating leads
Lead generation strategy and tactics
Women in meeting
15 min read
structured CPD

Lead generation strategy and tactics

The first step in developing a content-focused lead generation strategy is ensuring you know your potential clients
30
structured CPD
21 February 2022
Content marketing
Create content with purpose
Brunette woman sitting at a desk reading text and clicking the mouse
15 min read
structured CPD

Create content with purpose

How to ensure your content has a purpose
45
structured CPD
21 February 2022
Content marketing
How to write authentic content for maximum engagement
Brunette woman sitting at a desk reading text and clicking the mouse
15 min read
structured CPD

How to write authentic content for maximum engagement

Understand what a brand tone of voice is and how to establish one
45
structured CPD
21 February 2022
Content marketing
How to write client-centric content
Brunette woman sitting at a desk reading text and clicking the mouse
structured CPD

How to write client-centric content

Know who your audience is and how to write for them
45
structured CPD
23 June 2021
Targeting your audience
Finding your target audience: using LinkedIn’s search tool
Collaborative meeting
15 min read
structured CPD

Finding your target audience: using LinkedIn’s search tool

Use LinkedIn’s free search tools to find your ideal client through the professional network
45
structured CPD
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Persuading, convincing and influencing others are key skills that you can use to effectively convert prospects into clients. In this section we collate a range of proven techniques, tips and tricks to help you enhance your client conversion.
Introduction: The power of effective marketing
Office work
24 June 2021
Brand

Introduction: The power of effective marketing

A clear brand and focused marketing can help grow your client base
30
structured CPD
Introduction: Winning clients over
Woman smiling and talking
24 June 2021
Client journey

Introduction: Winning clients over

A focused approach is crucial when a prospect is ready to become a client
30
structured CPD
20 March 2023
Client journey
Practice management
Driving engagement: nurturing and conversion
Woman smiling and talking
15 min read
structured CPD

Driving engagement: nurturing and conversion

How do you nurture a lead that isn't yet ready to convert?
30
structured CPD
20 March 2023
Client journey
Practice management
Driving engagement: guiding your audience
Woman smiling and talking
15 min read
structured CPD

Driving engagement: guiding your audience

A key element of driving engagement is to guide your audience to content appropriate for their needs
30
structured CPD
25 June 2021
Brand
The importance of first impressions: getting your ‘shopfront’ right
Brand brainstorming
15 min read
structured CPD

The importance of first impressions: getting your ‘shopfront’ right

Ensure consistency through all your marketing ‘touchpoints’
30
structured CPD
24 June 2021
Client journey
Understanding the journey from lead to conversion
Woman smiling and talking
15 min read
structured CPD

Understanding the journey from lead to conversion

Understand the various stages prospects go through before becoming a client
30
structured CPD
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You don’t always need to look to new potential clients to grow your business. In this section we look at how you can nurture and grow relationships within your existing client base. It will help you to broaden your offering and deepen your client relationships for years to come.

Introduction: The foundations of strong relationships
Clients talk to a representative of the company
25 June 2021
Client relationships

Introduction: The foundations of strong relationships

A healthy client relationship from the start is crucial to your business
30
structured CPD
Introduction: Build ongoing client relationships
Clients talk to a representative of the company
25 June 2021
Client experience

Introduction: Build ongoing client relationships

Build a clear financial roadmap through long-term, open relationships
45
structured CPD
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22 July 2022
Building awareness & generating leads
How to turn your clients into raving fans part 2
Women in meeting
20 min read
structured CPD

How to turn your clients into raving fans part 2

Key steps and actions to build a proactive referral strategy that gets results
45
structured CPD
22 July 2022
Building awareness & generating leads
How to turn your clients into raving fans part 1
Women in meeting
25 min read
structured CPD

How to turn your clients into raving fans part 1

Ways to improve your service to the levels that will encourage more referrals
45
structured CPD
26 October 2021
Client experience
What is Lifestyle Financial Planning and why implement it into your business?
Clients talking to a representative of the company
49 min watch
structured CPD

What is Lifestyle Financial Planning and why implement it into your business?

Why Lifestyle Financial Planning will benefit you and your clients
100
structured CPD
26 October 2021
Client experience
How to successfully implement Lifestyle Financial Planning into your business
Clients talking to a representative of the company
51 min watch
structured CPD

How to successfully implement Lifestyle Financial Planning into your business

How to package, present and deliver your Lifestyle Financial Planning service
100
structured CPD
27 June 2021
Client relationships
The importance of onboarding
Clients talk to a representative of the company
15 min read
structured CPD

The importance of onboarding

Ensure that you delight your clients with a seamless onboarding process
30
structured CPD
26 June 2021
Client experience
The adviser as a life coach
Clients talking to a representative of the company
30 min read
structured CPD

The adviser as a life coach

By going beyond the financials, advisers can add lasting value to their clients’ lives
45
structured CPD