Client analysis

Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI (February 2023)

This post summarises some of the key themes emerging from the recent online MBL “How to manage and grow your private client practice” full day session  . It is intended to supplement the learning resources for delegates provided on the day – delegate aims, poll results and takeaways are shown Read More

2023-02-28T14:17:44+00:00February 28, 2023|Kim's Blog, Lawyers, Marketing, Strategy|

Book review: Build your digital marketing strategy by Steve Brennan

I like to review recent books with a view to offering recommendations to those people who attend my training workshops. Despite being published in 2018 (before the Covid pandemic pushed digital marketing into the stratosphere) and being pretty basic it has some good content. So here’ a book review: Build Read More

2022-07-22T12:12:56+01:00July 22, 2022|Kim's Blog, Marketing, Social Media, Strategy, Web Sites|

Take them on the strategy journey

Last week we had delegates from law and accountancy firms from all over the UK and Ireland (and also Cyprus) at another of the PM Forum’s  popular workshops on “Being more strategic”. We looked at how to improve strategic thinking skills, understanding business strategy and developing marketing/business development strategies. We Read More

2021-09-19T13:48:31+01:00September 19, 2021|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|

Intapp leads the way with client lifecycle management (CLM) solution

In May I went along to the Intapp conference in London. I’ve written about the Intapp Professional Services Cloud before - it spans intelligent client development, unified business acceptance (conflict checking during client on-boarding) and client delivery (especially its support for pricing). But what struck me most at the recent conference was the Read More

2019-06-05T10:38:02+01:00June 5, 2019|Kim's Blog, Lawyers, Marketing, Relationship Management|
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