In the course of my work with many different clients in the professions, I get to sit through a lot of CRM demonstrations – sometimes they are “bolt on” modules for accounting systems and sometimes they are standalone systems, sometimes they are tailored to a particular sector’s needs (e.g. property, Read More
A while back I got together with a well known consultant in digital marketing and social media to produce a White Paper providing guidance to lawyers, accountants and surveyors – and their business development advisers – on the use of social media in selling and integrating social media into their marketing, Read More
I really shouldn’t have to talk about the importance of face to face contact on tenders – I thought it was perfectly obvious. But I was so shocked by a recent event that I simply had to put pen to paper (well, fingers to keyboard). A lot of my time is spent Read More
My favourite session at each year’s PM Forum Annual Conference is the final plenary session where a panel of professional service clients are invited to give their view on the marketing and sales approaches that they receive and to answer questions from the floor. This year the panel comprised: - 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
