Helping you to get more sales, win more business and make more profits
Who is Insight Marketing?
Insight was founded in the early 80s by well-known author and philanthropist David Oliver. His vision then – as now – was to actively support the growth of UK firms realising the potential of the partners and the teams they are responsible for. David is also one of our leading presenters and has well-established global reputation for delivering powerful and effective marketing and sales strategies for firms of all sizes.
Today, our senior team and their staff work with a wide range of accountancy firms, from top internationals to single owner firms. We are proud to have developed an excellent reputation for our no-nonsense approach, delivering online and offline strategies that provide meaningful results for our customers.
As well as sales training and coaching Insight also offer marketing for accountants. Insight customers gain access to all of the support you would have if you had your own large internal sales and marketing department instantly and without all that up-front cost.
What experience do Insight have?
- We have been working with accountancy firms for almost 30 years
- Uniquely, we are able to work with any firm, of any size, anywhere providing our values align. We currently consult for and support many top 100 national and international firms, hundreds of partnerships and sole traders, as well as Blue Chips and respected networks and associations
- We generate, track and measure hundreds of qualified appointments for firms each year
- In just 12 months over 13,000 professional service firms have requested one of our reports
- 45,000+ receive monthly emails from us
- Thousands have joined us on LinkedIn and follow us socially
- Over 2000 delegates have attended one of our ‘live’ events, and
- We have held more than 300 face-to-face meetings with senior partners of UK firms in the last 12 months alone.
What’s more, we make over 10,000 phone calls to UK Business owners and decision makers every single month. That’s over 120,000 phone calls every year, generating hundreds of top quality appointments and millions in new fee income for firms of all sizes.
www.salesforaccountants.com a dedicated resource site only for accountants
To support its work with accountancy firms Insight Marketing has developed the most visited sales and marketing resource sites for accountants. Thousands of accountants have accessed its free videos, audio files, reports and guides.
Plus over 200 testimonials available to view online
And if that’s not enough, we have hundreds of testimonials from those who have enjoyed the benefits of working with Insight.
Today, our senior team and their staff work with a huge range of firms, from top internationals to sole practitioners. We are proud to have developed an excellent reputation for our no-nonsense approach, delivering online and offline strategies that provide meaningful results for our customers – even in the current economy.
Insight Senior Team
David Oliver
Joel Oliver
John Braithwaite
Dan Richards
Andrew Booth
David Cooper
David Oliver - Insight Founder
Insight founder, David Oliver, is a world-class inspirational trainer, speaker and author of 9 books. David writes every month to 16,000 opt in subscribers and is viewed by many as one of the leading trusted voices on practical company growth. David has also featured regularly as a sales and marketing expert in the press, on television, radio and as a keynote speaker for national companies and regulated bodies.
David also presents in-house workshops for accountancy firms, as well as one-to-one coaching for senior partners wanting to improve conversions from prospect appointments.
Joel Oliver - Managing Director
This business team is now run and managed by one of David's sons, Joel Oliver. Joel has been working with accountancy firms for the last 9 years. Over this period he has personally pioneered many innovative and effective approaches to new client acquisition for firms. He has led some of the largest strategic marketing and sales campaigns for national firms as well as being responsible for assisting hundreds of smaller practices achieve excellent growth. He is held in extremely high regard by many accountancy firms as well as associations such as ACCA, Peak Performance, ProBiz, RanOne and SWAT. Joel had a passion to create the largest online community of accountancy firms and has already achieved this with over 19,000 opt in practice owners, partners and managers.
John Braithwaite - Head of Digital Marketing
Head of digital marketing at Insight, John Braithwaite is a leading authority on digital marketing. John has spearheaded pioneering new approaches to digital marketing for modern companies. John has embraced and developed unique design concepts, effective PPC campaigning (he controls a PPC budget alone of over £20,000 per month), online video production, e-brochure marketing and much more. He is highly regarded by national companies and small businesses alike, as someone with great technical experience.
Dan Richards - Lead Generation Manager
Heading up all client services and the lead generation team for Insight, Daniel Richards has been instrumental in the growth of literally hundreds of companies. His team specialise in relational appointment generation and have been responsible for over one million phone calls, setting thousands of pre-qualified appointments for senior partners. Daniel advises a number of top twenty companies, as well as smaller businesses looking for predictable growth. There are few with his understanding and experience of lead handling and enquiry conversion for companies.
Dan has also personally led teams that have raised £millions through HNW investors, and helped establish national group and franchise brands and structures. He has led and been involved in expeditions around the world in some of the most beautiful and remote mountain country to be found.
Now a family man, most of Dan's time spent aside from work is with his 'girls' , still enjoying the great outdoors and country sports and with a local Church.
Andrew Booth - Head of Client Services US
Andrew leads the USA team at Insight. His telemarketing team has booked hundreds of appointments for clients that have resulted in new business won. Andrew has personally made 50,000 phone calls and has spoken in front of over 100,00 people. He has developed a broad understanding of the opportunities and challenges accountancy firms face in today's market. Andrew also has a wide ranging experience of event promotion and management.
When not working, Andrew is a composer and has released three albums. Andrew is married and has three young children. His favourite TV show is Spooks.
David Cooper - Senior Copywriter
David Cooper, senior copywriter for Insight Marketing, is viewed by many as the leader in the field of writing copy for accountancy firms. His experience is unique. Having qualified as an accountant with a top 6 firm, he also worked as a Finance Director and Managing Director before opting for a career in marketing – specialising in writing outstanding sales and marketing copy for companies such as American Express, Diners Club and Nightingale Conant. David has worked alongside some of the world's greatest marketers such as Jay Abraham, Bob Proctor, Peter Thomson and Richard Denny and now heads up our copy team. Personally either writing or signing off all clients' website copy, David works with you to ensure that what is produced blends your expertise with effective, response-driven text designed to bring your website to life.
Insight Management Team
Steffan Chyzak
Peter Grochowski
Pauline McMaster
Ian Crawford
Andrew Leonard
Gary Hosey
Steffan Chyzak - Lead Designer
An extremely talented designer with extensive experience in web design, illustration, photography and print. Steffan studied at the University of Hull with a BA (Hons) in Applied Digital Media and won the Multi-Media Graphics Shield for "Student of the year". He went on to become an Adobe Certified Associate, completed his MSc in Digital Media and became a regular college lecturer.
Before joining Insight Steffan was the lead designer in a advertising marketing organisation and has carried out work for organisations such as Sky Sports. Initially working as a designer for Insight he has now progressed to become lead designer, involved in ensuring every customer project is uniquely designed to our clients exact requirements. Steffan is also an avid Apple Mac enthusiast and iPhone fan.
Outside of work Steffan enjoys his toys including fast cars, playing the drum kit and good quality Scottish coffee.
Peter Grochowski - Development Manager
Peter is a highly motivated developer with extensive experience and up to date knowledge of web development, software development and advanced programming. He has an excellent reputation for high end development work. Possessing excellent problem solving skills, a logical and accurate approach to work and the ability to maintain high standards whilst meeting deadlines. An effective communicator with good planning and organisational capability, Peter is an excellent Lead Developer.
Outside of work Peter is an outstanding guitar player, family man and can complete a Rubiks cube in under 1 minute.
Pauline McMaster - Client Services Manager
Pauline is an extremely talented individual with significant experience and a wealth of knowledge. Having over 30 years experience in both Office and Managerial roles working for organisations such as The Inland Revenue, BT and Orange before joining Insight.
Pauline is an a team player, very versatile and an excellent communicator.
Outside of work Pauline enjoys travel, eating out and great wines and when we can spare her she particularly enjoys time at her apartment in Tenerife and is an avid sun worshipper.
Ian Crawford - SEO Manager
Ian has worked with web content and search engine optimisation (SEO) in several capacities; as a consultant with a successful digital marketing agency, as a freelance web content writer and as an in-house copywriter for a major international company. As part of the Insight team, Ian steers the on-page and off-page search engine marketing campaigns to help achieve better search engine rankings.
He takes a keen interest in the fast-moving world of search engine marketing, and when not knee-deep in keywords and Google bots, he enjoys strumming the guitar, live music, philosophising and cooking (eating).
Andrew Leonard - Accounts
Andrew is passionate about accountancy, and has over 8 years experience working in the Motor, Printing and Manufacturing Industry.
He is responsible for all the day to day running of our accounts department, as well as preparing management reports.
Andrew should be the first friendly voice you hear when calling our accounts department, and is always willing to help with any queries you may have.
He is a fan of most motor sports, and gets out most weekends with friend on his motorcycles.
Gary Hosey - Training Manager
Gary has over 17 years experience in Training and Management Development, High Impact Coaching and Customer Relationship Management.
His role as Training Manager requires flexibility and experience to deliver consistently high-quality training. Gary has been a senior training designer for over 10 years. During this time he has managed large teams of trainers, facilitators and specialists in human resources, operations and business support. Some of his main delivery experience includes: Team Diagnostic, Dynamics and Development; Authentic Leadership for Senior Managers; Emotionally Intelligent Teamworking.
Gary has extensive experience with executive and behavioural coaching (certified). He has EQ-i and EQ360 accreditation for Emotional Intelligence Development. Having personally carried out over 500 individual 1:1 sessions with feedback, he is considered a leader in this field of Emotional Intelligence combined with coaching.
He has wide experience of delivering high-quality programmes to over 25% of The Times Top 200 organisations, both nationally and internationally
Insight Core Values
Honesty
We believe in being up front, honest and open, even if at times the truth can hurt, lose you customers and in the short term revenue.
Giving
Everyone within our organisation will have a giving nature and offer assistance where possible to those less fortunate.
Desire
We have a genuine desire to develop win-win relationships with partners.
Challenge
We believe that just as "iron sharpens" one man can sharpen another. Positively challenging the accepted norms, goals, results and strategies, we believe together, we can develop market leading solutions.
Inspiration
We look to inspire others through the use of creative design.
Dedication
Appreciating that challenges will come, we are dedicated to our partners and to achieving the gaols that we agree together.
Fun
We believe in a philosophy of 'work hard - play hard' and enjoy both.
Share
We are an open book and are willing to share our ideas, thoughts and resources freely with others who share our values.
Environment
We are accountable both ethically and commercially for the environment. Therefore we operate with a unique 'green policy' working towards being carbon neutral and encouraging others to do so.
Serve
Ultimately we exist to serve our partners.
Excellence
We want every partner to be successful and we go the extra mile to ensure that this is achieved.
Learning
We're committed to a continued process of learning and improvement to provide our clients with outstanding value and quality.
Vision
We work with selected partners towards developing and sustaining best-in-class digital marketing solutions, with the aim of generating a regular flow of new business at a controllable rate.
Giving Back
When we talk about seeking 'like-minded individuals' to work with, a desire to help those less fortunate and make a difference to others' lives is one of the key values we look for, and as a company we are committed to 'giving back'. Where possible we devote part of our company's profit, skills and resources to both the local and the international community.
All of our senior staff give some time annually to charitable causes which include Care for the Family, annual trips to support children in poverty, and we support monthly the Kasana Orphanage in Uganda.
How partners choose to make a difference is entirely up to the individual – there are no requirements or conditions – but it is simply that as our organisations grow in reputation and net worth, our ability to make a real difference grows too.
We also support
Meet Us
If you have not chatted with us yet then why not arrange your free Marketing Performance Consultation without obligation or pressure. You can simply talk through your current situation and what you are looking to do and we will provide our honest advice on what we feel is the best solution for you. Alternatively if you prefer you can arrange a meeting with one of our team or a 1:1 following one of our live events. Contact us to arrange your MPC or meeting with one of our advisors.
Watch us live - Insight provides both public events for accountancy firms to attend and customised workshops for individual firms. They are focused on practical and proven ways to generate new business for your practice (you will also accrue CPD credits for UK courses). You will benefit from our unique experience fusing online and offline marketing together producing powerful results in the current market for hundreds of other firms. With over 1000 firms attending these events in the past 18 months they are delivering meaningful value to hundreds of firms. What events are running soon?
Help us provide a better level of service
It's through the expertise, knowledge and experience of our people that we are able to help accountancy firms more effectively than most. Our success is based on recruiting better qualified people so we can offer our clients a better level of service.
To achieve this we recruit people who share our values and are driven to make a positive difference to our clients.
If you are passionate about business, and have skills and expertise in accounting, tax and finance, together with a sound business background, why not send us your CV with a covering note?
About Insight
Why do you need us?
Most accountants don't take to marketing and sales concepts too easily. And that's OK… After all, you're busy helping your clients with the important matters in life like saving tax and creating profitable businesses. But what about your own business? Shouldn't that be more profitable, showing year-on-year growth too?
All too often, accountants are so busy looking after their clients that they forget to look after their own business – and in today's rapidly changing climate you can soon get left far behind. And that's where Insight can provide all the help and guidance you need to keep your practice as sharp as it should be. Our online and offline strategies are at the leading edge of technology and expertise, everything honed to perfection so you get the best results possible.
Why should you trust us?
Our position as the UK's leading marketing organisation for accountants has been hard-won over more than 25 years through the application of core values and behaviours that influence everything we do.
Our values as a business and individually are:
- Honesty
- Giving
- Desire
- Challenge
- Inspiration
- Dedication
- Fun
- Share
- Serve
- Excellence
- Environment
- Learning
Like to find out more?
If you would like to contact us for a free no-obligation chat about some of the practice-growth options available to accountants, please call 0800 803 0826 or email action@insight-marketing.com and speak to one of our senior team.
