Never make assumptions with your clients

Never make assumptions with your clients

This week, Sam and Amy talked through why you should NEVER make assumptions when it comes to your small business clients. Watch a recap video or check out the write-up below. If you have a question you would like answered, please send it through to Amy on...
5 ways to generate Quick Wins for your Firm using Clarity

5 ways to generate Quick Wins for your Firm using Clarity

5 ways to generate quick wins using Clarity 1. Prospecting Using Clarity to gain new clients. “By working with us, this is what we can help you achieve”. “On average our clients grow by x% when they work with us”. “This is what this looks like for...
The top 5 apps to help you deliver business advisory services

The top 5 apps to help you deliver business advisory services

Whilst you can use Clarity as a complete business advisory solution itself, your service can be enhanced with the use of some additional technology. Here we break down our top 5 apps to help you deliver business advisory to your small business clients. PLUS, they all...
When is the right time to contact your clients (using Clarity)

When is the right time to contact your clients (using Clarity)

ICYMI – #TeamClarity run a Facebook Live every Wednesday at 11am GMT covering off FAQs from the #ClarityCommunity. This week, Sam and Amy talked through three top tips for when (and how) to contact your small business clients. Watch a recap video or check out...
A Watershed Moment For The Profession: Clarity Financial Plan

A Watershed Moment For The Profession: Clarity Financial Plan

Clarity Financial Plan Clarity’s latest product update – Financial Plan. Setting the scene: You’ve experienced it over the past 8 months. There’s no question about it, we are at a defining moment. Not just with the effects of COVID19 on your...