Marketing strategy for accountants and tax advisors (Video)

Posted on: May 6, 2020

On 23rd April, in conjunction with Tim Prizeman of Kelso PR, I participated in a webinar on “Emergency marketing for accountants – launching services and gaining clients during the crisis and recovery”. My 17 minute segment focused on marketing strategy for accountants and tax advisors – but the principles are the same for law firms […]

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Accountancy marketing case study – How KPMG influenced £35 million in new business by blending digital and offline media

Posted on: March 5, 2020 Accountancy marketing case study - How KPMG influenced £35 million in new business by blending digital and offline media

This blog summarises information published when KPMG won a B2B marketing award for the “Changing futures” best multichannel campaign in 2018  and a talk provided by Daniel Sullivan of KPMG at the September 2019 Professional Marketing Forum Annual Conference. This accountancy marketing case study – How KPMG influenced £35 million in new business – is […]

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Nine reflections on thought leadership (2019)

Posted on: September 9, 2019 Nine reflections on thought leadership (2019)

It was a full house at the recent Professional Marketing Forum training workshop https://www.pmforum.co.uk/training.aspx on thought leadership. Here are the nine reflections on thought leadership identified by the 18 delegates at the end of the session: Use books for thought leadership – Publishing a book was the original way that professionals conducted thought leadership campaigns. […]

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Enquiry management: Converting more telephone enquiries with basic sales training

Posted on: July 25, 2019 Enquiry management: Converting more telephone enquiries with basic sales training

At a “Business development for lawyers” course a while back the topic that the delegates asked me to write about was that of converting telephone enquiries. More recently, at a practice development course for private client solicitors, the same issue arose and other insights were shared at a recent in-house workshop on the topic. So […]

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Pitching and Tenders – Nine top tips and client feedback (June 2019)

Posted on: July 5, 2019 Pitching and Tenders – Nine top tips and client feedback (June 2019)

I’ve led several public courses on tendering and pitches recently (e.g. through Professional Marketing Forum https://www.pmforum.co.uk/training.aspx) and for professional service firm clients on an in-house basis. Here’s a round-up of the points that had most resonance on pitching and tenders – Nine top tips and client feedback: 1. Have a pitch process  You can spend […]

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