“A Business Innovation has played an instrumental role in delivering against our New Business Development agenda. Abbie is a constant source of
Chris Everard, Clarkson Wayman Ball
new ideas and innovation, which at times pushes us out of our comfort zone, but helps us to take leaps forward - evident in the positive feedback from our clients and partners.”
Case Study - Clarkson Wayman Ball (CWB)
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Clarkson Wayman Ball
Based in Market Harborough, CWB are an independently owned award winning financial planning business. They provide financial advice, tax planning and business consultancy services.
Challenge
In light of RDR, CWB was transforming their business to capitalise on the impending opportunities. They needed support articulating their value proposition, then translating this into new business.
Solution
We defined their value proposition, then re-launched their website using photographs of their clients, live testimonials and case studies. Strategically we support their new business development agenda: from client events, to regular communications and professional connections.
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