Five steps to finding clients as an independent finance professional
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Five steps to finding clients as an independent finance professional

Mar 19, 2021 · 5 min read

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The question that most finance professionals ask when going independent is “how will I get clients?” It’s only when you answer this question that you realize that there are many other questions you must address first.

Lorraine Ellison, FCMA, CGMA, MBA, set out on her path 14 years ago with Simply Additions Ltd. Today, she has 200 clients and a team of seven. She took us through a step-by-step approach to finding clients when starting as an independent finance professional

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