The Professional Circle is a 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 join a panel of experts who regularly produce informative content.

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 our podcast and face-to-face events and 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 who view (if it is the the podcast) as well as attendees (if it is a physical event) and will not be a dry sales pitch.