Accountancy marketing

Marketing technology system review – Informanagement integrated content and distribution system for accountancy and legal firms

One of my accountancy clients alerted me to a provider of content (The content provider for accountancy firms - Informanagement) which also provides legal content to small and medium firms in The Netherlands. It also provides content to law firms in The Netherlands and is about to extend the service Read More

2023-02-22T15:30:48+00:00February 22, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Social Media, Web Sites|

Coaching and Consulting skills – Limiting beliefs, approaches to helping and marketing consultancy

At the start of February it was a full house of delegates from accountancy, law and consultancy firms (including from Hong Kong) at the PM Forum’s  “Coaching and Consulting skills for marketing and business development professionals”. Delegate views and poll results are shown below. Some key insights from the session: Read More

2024-03-19T12:00:29+00:00February 14, 2023|Kim's Blog, Management Skills, Marketing|

Referrer and Intermediary Management – Silos, Targets and Culture

At the end of January, I enjoyed meeting delegates (at the Novotel at Tower Hill) on the MBL  “Developing more work from referrers and intermediaries” workshop. There were architects, bankers, accountants, forensic investigators, insolvency practitioners, lawyers, pension advisers and tax experts who had a range of areas of expertise including Read More

2023-02-09T11:49:07+00:00February 9, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Property, Relationship Management|

Release time to become a more proactive Marketing and Business Development Executive (November 2022)

It was a full house at November’s PM Forum workshop for Proactive Marketing and Business Development Executives. Delegates were from large and medium sized legal, intellectual property, accountancy, actuarial, pension and consultancy firms – from the UK but also from the Channel Islands and Portugal – with some supporting up Read More

2022-12-02T10:47:56+00:00December 2, 2022|Kim's Blog, Marketing|

PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback

This article was published in the latest edition of PM Forum Magazine. PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback. The event took place on September 29th 2022. After two years online, you could feel the excitement of being face-to-face with 150 people in Read More

2022-11-18T16:43:51+00:00November 18, 2022|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|
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