What Is It Like to Work With Clifton Warren?
We’ll begin with a straightforward conversation—usually via Zoom, though I’m happy to meet in person if you prefer.
This initial consultation is offered with no obligation. We’ll talk about your business, its purpose, your current performance, and what you’d like to achieve. The aim is to understand your situation clearly and determine whether working together would be valuable.
If you’d like to share any background material ahead of time—plans, presentations, or relevant documents—I’m happy to review them so we can make the most of our time together.
My Approach
Based on our initial conversation, we’ll make three clear decisions.
First, we’ll decide whether I’m the right person to help you. If I believe your needs would be better served by someone else, I’ll tell you directly.
Second, we’ll decide whether we want to work together. Fit matters. If it’s not right, I’m always happy to suggest alternative options or referrals.
Finally, if we agree to proceed, we’ll define the issues we’ll work on, the outcomes you can expect, the scope and schedule of the work, and the investment required. I’ll summarise our discussion in writing and outline a clear plan before anything begins.
Investment
Let’s talk about investment.
My fees vary depending on the nature and scope of the project, but one thing is consistent: I don’t charge by the hour.All work is quoted on a fixed-fee basis and agreed in advance.
Once we’ve aligned on objectives, value, and cost, I’ll do whatever it takes to complete the work as outlined. You won’t need to worry about a clock running or additional fees for asking questions. You’ll have full clarity on your investment before we begin.
When we agree to proceed, I’ll ask for a reasonable portion of the fee at the start, with the balance paid according to an agreed schedule.
Results You Can Expect
When you work with me, you can expect meaningful and sustainable improvements in performance and productivity.
Clients typically develop greater confidence and capability in marketing and business development, improve how they manage and grow client relationships, and put systems in place that allow their business to grow with less friction and effort. Many also find they’re better equipped to develop others within their organisation.
For example, one client implemented a systematic referral process that generated 12 qualified introductions in the first quarter—transforming what had been sporadic and reactive into something predictable and manageable.
Why Work With Me?
There’s no shortage of consultants and advisors to choose from, so it’s reasonable to ask why you might choose to work with me.
One difference is experience. I bring more than thirty years as a successful professional in financial services, working with firms that need practical growth—not theory.
Another is approach. I focus on hands-on, proven methods that work in real-world environments, not abstract models or generic advice.
A third is accountability. I’m not interested in producing reports that sit on shelves. My goal is to help you implement changes that stick—which means challenging assumptions, pushing for clarity, and staying involved until results are achieved.
Bringing in an external advisor is a significant decision, and I understand it can feel risky. That’s why I’ll never pressure you to proceed before you’re ready. You should ask questions and take the time you need to feel confident about the investment.
Ready to Explore What’s Possible?
If you’d like to discuss your situation and whether working together makes sense, I’d welcome the conversation.
If you want to discuss your business or learn more about how we might work together, contact me.
