Unlike lawyers who rarely have repeat business, accountants have portfolios of work – a large proportion of which is ongoing compliance work (e.g. audits) and a smaller amount which is ad-hoc advisory work. Of course, some accountants – such as those working in the corporate finance arena – will have Read More
If I had a pound for every time a private client lawyer, accountant or surveyor said “We are targeting High Net Worth” clients I would be a very high net worth person myself! Whilst saying you are marketing professional services to High Net Worth clients sounds like a good strategy Read More
On 1st July I went along to the lovely riverside offices of Norton Rose in More London to help lead a discussion on the topic of cultivating a culture of relationship management for a group of senior marketers and HR practitioners from legal, property and accountancy firms at the Managing Read More
One of my legal clients produced a helpful update recently on the impact of Data Protection on digital marketing. Some of the key issues covered include: Collecting client data * You can only collect data if you have good reason to do so * Ensure clients are aware that you Read More
Last week I attended CLT’s conference on “Managing and marketing a profitable private client department” where I delivered an hour paper on marketing, drawing in part on the lessons and case studies I had recently gathered to update the marketing chapter for the Law Society’s Probate Practitioners Handbook Knowing that Read More
