I wrote the lead article on “Marketing to the elderly” in Private Client Adviser magazine back in September 2008 http://www.privateclientadviser.co.uk/feature/financial-planning/cover-story-marketing-legal-services-grey-market and have worked with the private client teams of many law firms since then. So it was nice to be invited to address accountants on the subject at the “Elderly Read More
At a recent MBL seminar on “Developing and sustaining your private client practice” https://www.mblseminars.com/Outline?progid=5747&AddSeminarToBasket=1026988 a delegate said that while she found the day really good, she had so many ideas that she didn’t know where to start. So this blog post is for her. 1. Understand the numbers Make friends Read More
At a recent CLT course on “Business Development for Lawyers” I asked delegates (many of whom where insolvency experts) what they would most like as a follow up blog post. They asked for something that pulled everything together to make it easy for them to create a business development campaign. This is Read More
At the PM Forum’s “Being more strategic” course http://www.pmforum.co.uk/training/ last week we covered a lot of ground. During the day we explored techniques for: thinking strategically, strategic processes, developing business strategy and strategic marketing. The feedback (see below) was fantastic. When I asked delegates on what topic they would most Read More
I facilitated “Developing and sustaining your private client practice” courses in London and Bristol for MBL during the early part of June 2015. It seems that private client marketing is high on many law firms' agendas. The full day session covers a variety of topics – strategy and planning, market analysis, Read More
