Transitioning From Consultancy to Agency with Heather Nelson

Today, we are super excited to introduce Heather Nelson, Founder and President ofat boutique fundraising consultancy, BridgeRaise. Her agency is dedicated to forging corporate partnerships for mid-sized charities. In this episode, we'll explore her journey from an individual consultant to the leader of a thriving firm and discuss her strategic shift to the agency model.

Key Highlights:

The Agency Advantage: Dive deeper with Heather as she shares how her passion for teamwork and client success steered her towards running an agency. Juggling HR, hiring, and maintaining profitability while being a compassionate boss, Heather gives us a candid look at navigating the complexities of agency management.

Client Relationships and Boundaries: Setting boundaries is vital, and Heather's agency is no exception. From planned vacation periods to choosing clients who resonate with the agency's values, discover how to maintain a healthy work-life balance and foster respectful, mutually beneficial relationships with clients.

Heather's Pricing Journey: Join us as Heather unveils her transition from solo consulting to establishing a robust firm, which brought about a pivotal change in her pricing strategy. Learn how she almost doubled the pricing of each product and further tweaked it over time, underlining the correlation between pricing, client access, and psychological hurdles like fear of client loss.

The Importance of Self-Investment: Investing in personal development isn't just motivational jargon. Heather reveals her own commitment to coaching and courses to buff up her business acumen. She didn't shy away from prioritizing personal development, addressing issues head-on, and it's reflected in her business's success today.

Choosing the Right Clients: Heather shares the evolution of her decision-making when taking on clients, emphasizing the need to value emotional well-being and her own terms. From early-career struggles with saying 'No' to harnessing confidence in her marketing and pipeline, she now opts for clients aligned with her agenda and values.

Find Us Online: https://www.confessionswithjessandcindy.com

Connect with Heather Nelson: 

Heather Nelson (Linkedin): linkedin.com/in/nelsonheather

Heather Nelson (Twitter): heathernelson12

BridgeRaise (Website): https://www.bridgeraise.com/ 

Connect with Cindy:

Cindy Wagman Coaching: cindywagman.com

Fractional Fundraising Network: fractionalfundraising.co/

LinkedIn: ca.linkedin.com/in/cindywagman

Connect with Jess:

Out In the Boons: outintheboons.me

LinkedIn: linkedin.com/in/jess-campbell-outintheboons/

Hosted on Acast. See acast.com/privacy for more information.