At the May MBL workshop on “Managing and Growing your Private Client Practice”, private client leaders from England, Scotland and Northern Ireland considered how to balance their day-to-day operational and longer term strategic management responsibilities. This post supplements the learning resources shared at the session. Private client leaders balance operational and Read More
At a PM Forum - PM Forum training workshop earlier in the month we welcomed an even number of law and accountancy firm delegates with a healthy number of consultancies also represented. Challenges were explored as we discussed topics including: pitch processes and plans, selling and writing techniques and presenting Read More
Professionals – lawyers, accountants, surveyors and marketers – need to create and maintain a personal brand as part of their career development, marketing and selling. But how do you create a personal brand? And position it appropriately with the right level of awareness? Here I summarise a simple process to Read More
This article was published in March 2024 in The Law Society’s Private Client Solicitor publication. Content is usually reserved for members but this version is available to all Tricks of the trade | Feature | Communities - The Law Society. A three-tier approach to private client marketing Tricks of the Read More
For once, delegates from accountancy practices outnumbered those from law, consultancy, property and actuarial firms at the PM Forum’s training workshop on “Impact, Assertiveness and Effectiveness”. As well as English, Scottish and Irish delegates, we welcomed a delegate from Brussels. One delegate was a former lawyer and another joined us Read More
