In the run up to Christmas, I pledged to make a donation to a local mental health charity where I am a Trustee for each personalised email I sent to my clients and contacts. Naturally, we are all saddened by the enormous toll of the Covid crisis – to the Read More
Whilst we might not call it influencer marketing in professional services, it is usually an important component of our marketing, communications and sales strategies. I spend a lot of time helping firms establish and improve their marketing, referrer management and client relationship management strategies and influencer marketing usually features. And Read More
I regularly scan for research reports that can be used by professional service firms (lawyers, accountants and surveyors) when conducting their business analysis and business, financial and marketing planning. I share summaries of key reports to assist firms with their planning. The MHA Legal Benchmarking Annual Report 2020 (8th) covers Read More
In early January, over 20 delegates joined an MBL online training session on “Managing and growing your private client practice”. This article shows the poll results and summarises the points arising from the discussions and breakout sessions and supplements the materials provided at the session. Introductions 55% of the delegates Read More
I’m making the final preparations for the first online presentation of the popular “How to manage and grow your private client practice” which takes place on 11th January 2021. I’m updating everything to reflect the lessons learned as we adapted to the Covid pandemic and highlighting some recent private client Read More
