At the recent MBL “Developing More Work from Referrers & Intermediaries” full day digital workshop what emerged from delegate discussions were three referrer management themes – Plans, Relationship and Communication. Agree targets and plans It became apparent early in the session that there was a need for different levels of Read More
Periodically, I scan the media for information about professional service firms thought leadership. Here is a summary of some notable developments – law firm thought leadership update: Davitt Jones Boult, Howard Kennedy, DLA Piper, Moreton Fraser and Stephens Scown. Davitt Jones Boult (DJB) – Legal real estate boutique (Homes to Read More
During the Covid-19 lockdown there was an explosion of video content from professional services firms. There was also an increase in content (some through webinars and a lot through video!) about producing and distributing video content. Over the last year, I too have been experimenting with video in my marketing 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
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
