In my blog posts about referrer management and cross-selling, I usually tackle the subject from a firm-wide perspective – goals, strategy, planning, change management, systems, information, rewards and measurement. But many lawyers, accountants and surveyors – especially those at the early stages of their career – ask me what they Read More
A short while ago, I travelled to Birmingham for a West Midlands Professional Marketing Forum meeting to talk about “Towards strategic marketing”. Yesterday, I presented at a professional services conference in Sussex (organised by Consortium and supported by CIM) and presented on a similar topic. Whereas we often consider our lawyers, accountants and surveyors Read More
This article appeared as the leader in Professional Marketing magazine (Summer 2018 edition) where I am Editorial Consultant in Chief. I used to think that the MarTech revolution had bypassed professional services but now I’m not so sure. I’ve seen the future and it is automated. So how will marketing Read More
I’m always on the lookout for great marketing and communications campaigns and I found an excellent sector initiative by a UK wide accountancy association - Manufacturing and engineering benchmarking thought leadership at MHA. It's a good accountancy marketing case study. The main research publication is the annual report (the latest Read More
I’m delighted to say that there were lots of delegates from law firms, accountancy firms, structural engineers, insolvency practitioners, banks and insurers at the recent referrer and intermediary management workshop in London http://www.mblseminars.com/Outline/Developing-More-Work-from-Referrers-_-Intermediaries/5770/ At the end of the day, after considering how to generate better and more recommendations from internal sources, Read More
