Our Services
Focused Networking Circles of Professionals
Looking to add value to all participants either through knowledge exchange or building revenue.
The Professional Circle is a networking and presentation group which was created to look for synergies and add value for professionals and professional service firms.
We invite professionals in the fields of accounting, law, wealth advice, real estate, marketing and taxation to attend as well as private individuals looking to connect and learn.
Our aim is to encourage the development of revenue among attendees and the building of value for professional services firms. This can be either through informative content or through encouraging productive interaction among participants.
Professional Circle groups are composed of two elements.
THE ‘CORE CIRCLE’
A circle of diverse and complementary professionals (legal, financial. real estate, marketing, taxation and accounting). As an example, a solicitor might have a client who requires a regulated financial adviser or vice versa. Similarly a real estate consultant might have a client who needs a mortgage or, perhaps, legal adviser. The idea is to internally share leads in a structured and accountable way with the aim of mutually building business as well as providing value through mutually serving clients.
THE ‘OUTER CIRCLE’
The aim is to provide invaluable information and insights through presentations and group discussions. We invite outside attendees (clients, family, friends etc.) for these informative presentations. As an example, a good engaging presentation on wills, investing, marketing, saving on tax, case studies etc. will benefit and add value to all attendees and will not be a dry sales pitch. Both the core ‘circle’ and invited guest speakers can present to invited guests.
Internal Sharing of Leads & Clients
INNER CIRCLE
Participating professionals can share leads and mutually assist clients in a transparent & compliant way.
Presenting to Peers & Outside Participants
INNER & OUTER CIRCLE
Professionals can create an impactful presentation and deliver it to their peers. This would be in their area of expertise.
Outside Attendees, Clients & Contacts
OUTER CIRCLE
Outside attendees, clients or friends are invited to register for a ticket to an online or physical event. They can ask questions and interact.