Tag Archives | Business Model

Case Study – Social Advice

Igor and Sacha Loutkovsky have always approached advice a little differently, operating a business model that means they rarely ever meet their clients in person. In this case study, they share how new technology and the ‘social advice’ movement have enabled them to take their risk business to the next level. At a glance Submitted […]

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Case Study – Building Successful Referral Partnerships: The One-on-One Relationship

This practice management case study looks at one practice’s approach to developing successful accountant-adviser referral relationships, the ‘One-on-One Relationship’ model. This approach involves building referral partnerships by engaging with individuals. At a Glance Submitted by: Jo Brassett and Cathrine Baker Business: Insurance Advisory Services (IAS) Referral approach: One-on-one relationships In detail Advisers, Jo Brassett and Cathrine Baker, […]

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Case Study – Building Referral Partnerships: The Ownership Model

This practice management case study looks at one practice’s approach to developing successful accountant-adviser referral relationships, the ‘Ownership’ model. This approach involves buying an accounting practice and merging the two businesses. At a Glance Submitted by: Steve Salvia Business: Managing Director of Southern Financial Strategies (SFS) Referral approach: Ownership model In detail Steve Salvia, Managing Director of Southern […]

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