Six themes on cross-selling and referrer management workshop highlights (2020)

Posted on: September 17, 2020 A personal approach to cross-selling

Yesterday I facilitated an interactive workshop through the Professional Marketing Forum  on cross-selling and referrer management. I promised the delegates – representing a range of legal and accountancy practices – that I would summarise and share the key points arising from the session and the six themes to supplement their learning resources. Aims and issues […]

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Marketing strategy for accountants and tax advisors (Video)

Posted on: May 6, 2020

On 23rd April, in conjunction with Tim Prizeman of Kelso PR, I participated in a webinar on “Emergency marketing for accountants – launching services and gaining clients during the crisis and recovery”. My 17 minute segment focused on marketing strategy for accountants and tax advisors – but the principles are the same for law firms […]

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Accountancy marketing case study – How KPMG influenced £35 million in new business by blending digital and offline media

Posted on: March 5, 2020 Accountancy marketing case study - How KPMG influenced £35 million in new business by blending digital and offline media

This blog summarises information published when KPMG won a B2B marketing award for the “Changing futures” best multichannel campaign in 2018  and a talk provided by Daniel Sullivan of KPMG at the September 2019 Professional Marketing Forum Annual Conference. This accountancy marketing case study – How KPMG influenced £35 million in new business – is […]

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Conference report: “You haven’t heard it all before” Professional Marketing Forum conference September 2019 (Innovation, procurement, campaigns, creativity, assertiveness)

Posted on: November 11, 2019 Conference report: “You haven’t heard it all before” Professional Marketing Forum conference September 2019

This conference report on the Professional Marketing Forum conference September 2019 was published in the November edition of Professional Marketing magazine https://www.pmforum.co.uk/pm-magazine/pm-magazine.aspx  Lucy Canning of Grant Thornton UK kicked off proceedings by challenging the “echo chamber of assumptions” in professional services marketing and suggesting that we “tear up the rule book”.  She urged us to […]

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Environmental analysis (SLEPT) and planning – Future of Jobs Report 2018 (impact of technology)

Posted on: February 18, 2019 Environmental analysis (SLEPT) and planning - Future of Jobs Report 2018 (impact of technology)

This report “Preparing the future workforce” is an important read for leaders of professional services firms (PSFs). Marketing professionals should consider it as part of their environmental analysis (SLEPT) and planning. Commercial advisers and employment lawyers will no doubt find the information of value. HR professionals will be interested in the impact on their workplace […]

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