Reviewing 6 months of The Inner Circle for accountants

When I started The Inner Circle 6 months ago I could only speculate that members would benefit and find it of value. That was confirmed again this week after our 6th meeting.

Members explained why they had joined. There seem to be five explicit reasons which keep them coming back month after month:

  • To learn from others what they are doing better than me;
  • To avoid reinventing the wheel;
  • To focus on building the practice rather than just servicing clients;
  • To gain a greater commitment to achieving my goals; and
  • To learn new ideas I can adapt and implement to suit me, my practice and my clients.

When I started The Inner Circle I had other objectives in mind – and these are set out on the introductory page of my website>>>>>

Over the last 6 months we have addressed many issues of practical and commercial importance to this select group of smaller practitioners.

  • Distinguishing our practice from the competition
  • Business growth strategies and tactics
  • Effective use of technology and reviewing new ideas/trends
  • Making efficient use of social media
  • Attracting the right type of clients
  • Obtaining high quality clients through effective marketing
  • Attracting talented staff
  • Adding value (and fees) to our existing client base
  • Getting clients to give us what we need faster

The key learning points and follow up notes from each meeting are building up into a valuable pack that will also be available to new members – to reduce the temptation to ‘reinvest the wheel’ ourselves. And most members are keen for me to hold them to account when we have our monthly 1-2-1 conversations between meetings of The Inner Circle.

At this week’s meeting members agreed that I should set out the agenda for the next 6 months – which I will do after first running a short survey to ascertain the most popular topics from those members have said they want to address. We often sidetrack a little but my role, in part, is to ensure that we keep (relatively) focused and avoid repeating previous conversations.

If you’re tempted to find out more, do have a look at this introduction and let me know if you’d like to have a chat. We’re quite selective though as it’s important the members are comfortable with each other. The key criteria are not onerous but all members do satisfy them. You’ll also need to be able to get into London for our monthly meetings. You can see the basic membership criteria here>>>

By |2018-03-14T22:28:41+00:00September 18th, 2014|Accountants, Inner Circle, No longer current|

About the Author:

Mark Lee FCA is an accountancy focused futurist, influencer, speaker, mentor, author and debunker.

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