My Message To Professional Services Firms...


How many of your clients do you feel are loyal and committed to your firm? Deep down do you have an inkling that some may be seeking to move their business elsewhere?

In an age of increasing client expectations, a one size fits all approach wouldn’t appear to be the most successful approach to maintain relationships and subsequently fees. Many clients now expect their professional advisors to fully understand their individual needs and to review this regularly. There is no doubt that an ongoing two-way engagement with your clients is essential to ensure you’re performing well and being seen to be proactive to their needs.

But are you? Is your firm taking the lead in both maintaining and developing relationships with your client base? If not perhaps you need a change in strategic approach?

A good starting point may be asking yourself...

  • How well do you know your clients as individuals?
  • What do you know about their challenges, priorities, and needs?
  • Is this client happy and committed to you, or could they easily move to one of your competitors?

The answers to these questions come from speaking with your customers. Because when we speak to our customers we begin to gather intelligence! If we ask the right questions we can find out where they want to take their business, we can find out if there are problem areas stifling growth or development, how they visualise their exit for instance?

All key areas you can support them in!

It’s always easy to get too focused on your transactional work and forget about developing relationships and business connections. However, there are a number of actions you can take to help develop better engagement. Even when you’re really busy and can’t leave the office. Here’s a few suggestions if you can’t get out and spend time face to face with clients.

  • Dedicate time to call a cross section of customers at a convenient time. Be sure to focus the conversation on what the customer’s needs are.
  • Keep up-to-date with your clients online, visit their website and social media channels to get a fuller picture of their activities and marketplace.
  • If you know what your customer is focusing on you can look out for opportunities to help them achieve this.

Everyone should know the importance of client engagement and understanding the needs of your customer. A good way to help embed this in your culture is to:

  • Create customer experience metrics — what does success for the client look like? Use these metrics as key performance indicators for each client.
  • Take action on what you have learned about the customer and make recommendations.
  • Continue to talk to clients and use their feedback to tailor the service you offer

My Message To Professional Services Firms...

So, next team meeting put customer engagement on your agenda and make some changes that will hopefully retain and grow your fees.

Or, call me in and I’ll happily talk you though it.


Mervyn continues to be great support to both myself and the business in achieving our growth ambitions. We have benefited hugely from his forward thinking, guidance and energy and look forward to continuing this in the future. I would have no hesitation in recommending Mervyn and Cameron Carnegie if you have plans to scale your business.

Ian Joy , Managing Director ERG Scotland Ltd

Once we decided to source training for our Business Development and Account Management teams, we turned to Cameron Carnegie for assistance. I was initially a little apprehensive about the training taking place digitally, but Merv delivered an excellent, engaging training course really ensuring that he took time to involve each member of our team, providing them with simple tools to use going forward. I was genuinely blown-away by the improvement across all of the team and I wouldn’t hesitate to recommend Cameron Carnegie if you are looking to improve the performance of your Sales Team.

Matt Nicoll , UK Commercial Manager Swire Energy Services

"We engaged Cameron Carnegie to undertake some bespoke training to upskill the team in the areas of Sales & Account Management. The solution was tailor-made to suit our business and we are all delighted with the results which have been easy to quantify and measure. We would definitely engage Cameron Carnegie on similar assignments and would have no hesitation on recommending them."

Scott McIlwraith , General Manager - Renewable Energy Kuiper

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