checklist

nine biz-dev metrics for making partner

to build a book of business, you need to master “conversion.”

by martin bissett
passport to partnership

like it or not, the 21st-century accountant is in the relationship-building business.

more:how to communicate your value|internal communication can’t be overlooked|communication isn’t about you|4 top communication habits|the seven levels of communication management|how to measure partner potential|three questions to evaluate firm culture|make firm culture work for you|checklist: partner-ready metrics
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when a qualified accountant learns the art of developing those relationships in such a way as they empower the practice to be able to forecast its new fee income each year, the accountant becomes a profit center and their value to the firm increases tenfold.

posted on march 15, 2022

martin bissett

about the author

martin bissettis the author of

shop themartin bissett practice growth collection

he is the founder of the upward spiral partnership ltd., the uk-based consulting firm that specializes in the implementation of professional selling and leadership skills in the next generation of accounting professionals.

and he is co-founder ofaddviserplus, a training and consulting hub for accountants and bookkeepers who are ready to go beyond commoditized compliance and technology-based services and embrace the prosperity and rewards of providing high-value advisory services, one client at a time.

learn more about addviserplus here

get martin bissett'spractice growth checklist

click for free download here

previously, martin served ten years on the board of directors of the uk’s leading provider of high-quality new business appointments for accountancy firms. there, he held the responsibility for the nurture and organic growth of the organization’s new client base, including six of the uk’s top 30 firms of accountants.

martin became fascinated by the apparent juxtaposition of partners not vocalizing what they were looking for in terms of an accomplished skill set from their potential future partners and their managers not asking to discover what that skill set included, despite wanting to reach that very position. in a profession with a supposed “succession crisis” on the horizon, this apparent stand-off struck him as curious.

this has led upward spiral partnership to personally interview several hundred partners and managers in the us and uk to learn what partners are looking for and how the managers see their own future in the firm. there are, of course, firms that have addressed this issue already, and their initiatives have also been captured.

the results of the research, including both the consensus and the exceptions to the general opinion, is called “passport to partnership.” this study provides the highlights of each factor that the majority of partners interviewed use as their criteria when evaluating whether someone in their organization can make it to the top.

as a result of the combination of his experience, intellectual property, and this proprietary research, martin now consults with accounting firms in the uk, europe, and the usa to support them in their transition through to the next stage of their development and growth.

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