In this free template we give you a basic structure that you can easily personalise for a valuable initial advisory conversation with clients
In this free template we give you a basic structure that you can easily personalise for a valuable initial advisory conversation with clients
To help you stay effective through the months ahead, we’ve put together this guide to supporting clients they reopen.
Good relationships need to work both ways. And clients don’t always play ball. So how do you identify a ‘good’ or ‘bad’ relationship?
Caroline Plumb, our Founder and CEO, offers practical solutions to the biggest challenges your practice will face in the months ahead.
There’s a lot to be gained from trying to understand what you could have done to keep a client with you. Here 3 business owners tell all.
As an accountant, how do you instigate a chat with a client that you know will be hard? This guide has essential tips that will help…
From nailing the basics to handy conversation starters, here’s how to showcase the benefits of cashflow support.
Launching a cashflow service isn’t always easy. Here’s five simple ways you can identify which clients to help first.
Helping accountants and their clients grow through bespoke funding.
57 Broadwick Street, London W1F 9QS
© 2022 Fluidly Ltd is registered in England and Wales under Company Registration number 10402874. We are Authorised and Regulated by the Financial Conduct Authority as a Credit Broker under the firm reference number 844093 and as an Account Information Services Provider under the firm reference number 791669. Please note we are a credit broker and NOT a lender. Fluidly is ISO 27001 certified. Fluidly is registered at 57 Broadwick Street, London, W1F 9QS
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