Last week I was in Manchester for an MBL training course on “Developing and sustaining your private client practice”. Over half of the delegates were heads of private client departments with responsibility for developing and growing their teams and private client marketing was a major theme. Here are the five Read More
At the 2017 Professional Marketing Conference http://www.pmforum.co.uk/conference.aspx , Anna Lind, Director of Client Relationship Management at JLL where she leads a team of seven, provided a fabulous property marketing case study. She talked through her six element client relationship management (CRM) and key account management (KAM) programmes which she has Read More
At the 2017 Professional Marketing Conference http://www.pmforum.co.uk/conference.aspx Daniel Priestley, co-founder of Dent and author of the book “Key Person of Influence – the Five Step Model of the most highly valued and highly paid people in your industry” presented one of the overview sessions on personal effectiveness. In essence, his Read More
These three themes – Millennials, metaphors and resistance - arose during the most recent MBL change management for professional service firms training course https://www.mblseminars.com/Outline/Tackling-Change-Management---A-Workshop-for-Professional-Practices/8417 Millennials and change management One of the key topics of conversation was that the younger generation have a different outlook and approach which can prove challenging Read More
Earlier this year I reviewed the Nisus Consulting “Balanced scorecard” research report on client service in the legal profession http://kimtasso.com/client-experience-management-cem-two-research-reports/. Their latest legal market research report looks into the link between brand, service and loyalty in the UK’s largest law firms. The report shows the responses from 2,200 buyers of Read More
