03/09/2026
Moving from a senior corporate role into running your own professional practice can be a surprisingly difficult transition.
The difficulty is rarely a lack of expertise.
Experienced accountants, consultants, coaches and other professional advisers may have considerable knowledge, strong reputations and years of valuable experience. What they may not have had to do before is create a reliable flow of new business for themselves.
Initially, former colleagues and established contacts can provide introductions and early assignments. But personal networks are finite. Once the most obvious opportunities have been explored, enquiries can begin to slow.
This is when many highly capable professionals discover that being excellent at their work and building a successful practice require different skills.
The instinctive response may be to attend more networking events, post more frequently or try several different marketing activities. But greater activity will not necessarily solve the problem if the commercial foundations have not been properly examined.
Before choosing how to market the practice, it is worth looking beyond the surface, researching and analysing:
• which clients offer the strongest opportunities
• what those clients genuinely value
• how they choose a professional adviser
• where competitors are well established or poorly differentiated
• which services are most commercially viable
• where previous enquiries and introductions have originated
• why opportunities have, or have not, converted into paid work
This analysis can reveal that the problem is not simply a lack of visibility. The adviser’s positioning may be too broad, the value of the service may not be sufficiently clear, or business development may be focused on the wrong audience or channels.
The answer is not usually Facebook, Instagram or TikTok. For advisers dealing with confidential or commercially sensitive matters, these platforms may be inappropriate, and their ideal clients may not be looking for professional advice there.
A stronger approach starts with evidence. Research the market, examine what is and is not working, and then make deliberate choices about positioning, referrals, networking, LinkedIn, partnerships and follow-up.
Professional credibility may open the first few doors. Understanding the market is what helps determine which doors are worth opening next.