Helping professional services
firms to win new business

With professional services markets showing little or no growth, Wheeler Associates works with firms to help them win new business.

Many professional services markets remain challenging: low growth economies and low levels of corporate transactions mean reduced demand for advisory services; over supply means that competition between advisory firms is fierce; clients have become more discerning buyers and users of advisory services; many firms remain undifferentiated; and, consolidation continues apace either defensively to save costs or strategically to grow international networks or strong sector positions.

Against this backdrop, Wheeler Associates advises firms how to grow their businesses by utilising the most effective marketing practices. We also train and coach partners so that they have the necessary business development skills to win new business in the face of stiff competition.

For 30 years, we have worked with partners from across a range of professional services firms refining our understanding of those marketing and business development practices which work best for firms in this sector. We understand the partnership culture and why partners are often reluctant to embrace marketing. This understanding and our experience has allowed us to work successfully with many firms to educate, direct, support and coach partners to become first-class marketers and winners of new business.

In the course of our work, we have developed a proprietary model for defining ‘best in class’ marketing for professional services firms. All our work for clients is underpinned by this model which identifies seven processes which are critical to marketing success.