Analysis

Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “Managing and growing your private client practice” earlier this month. This post summarises the key themes discussed, provides an additional learning resource for the delegates and includes further Read More

2023-11-13T15:58:14+00:00November 13, 2023|Kim's Blog, Lawyers, Management Skills, Social Media, Strategy|

Referrer Management – Capacity and Capability

This article is a summary of the conversation and key takeaways from a workshop in London for MBL.  Delegates included both partners and business development professionals (some with a banking background) from law firms (employment, criminal, disputes, offshore), accountancy practices (audit, forensic, insolvency and restructuring and financial services. Some were Read More

Market research: Professional services benchmark and accountancy profession statistics

I regularly scan the media for information relevant to professional services benchmarks and market updates. I share some of my findings to support marketers who are conducting PESTLE, competitor and commercial analyses. Here is a professional services benchmark from Unit4 and some data on the accountancy profession. Professional Services – Read More

2023-09-07T16:25:52+01:00September 7, 2023|Accountants, Kim's Blog, Statistics and trends|

Book review – Managing Brands

This post reviews the core material covered in Managing Brands Chartered Institute of Marketing (CIM) professional qualification (Level 6 elective New CIM professional marketing qualifications - 2020 (kimtasso.com)) and the Cambridge Marketing College’s Marketing Manager Apprenticeship – a Level 6 Qualification (kimtasso.com). It provides an overview of the Managing Brands Read More

2023-05-11T17:53:57+01:00May 11, 2023|Kim's Blog, Management Skills, Marketing, Strategy|

Be more strategic – A metaphor: Analyse, join and align the dots

At the start of March, there was an online PM Forum workshop on “Being more strategic”. Delegates were from legal and accountancy firms with roles as varied as marketing, digital marketing, business development, PR and key accounts (executives, managers and a director). Below is a summary of the key themes Read More

2023-03-06T11:22:47+00:00March 6, 2023|Kim's Blog, Marketing, Strategy|
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