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
You would expect a book coming from the folk at Cambridge Marketing College to be good. And it is. Unusually, it’s not a text book – there’s little theory within it. But it’s a fabulous collection of case studies, best practice and insight from a glittering array of the great Read More
I’ve just written a review of this book for Professional Marketing magazine http://www.pmforum.co.uk/magazine/ I’ve read many books on change management before but this one comes with a really big recommendation. It’s quick, easy and inspiring to read. And the few lessons – illustrated beautifully with great success stories from all Read More
I saw a demonstration of PitchPoint software - a new pitch development system - by Andy Driskell of Iphelion. Module to make pitch data capture easy The demonstration started with the administration part of the system where fee-earners or business development team are tasked with a “to do” list to go Read More
Intermediary and referrer management was the topic for a full day session at a recent MBL training event in London and also a recent conference session for international accountants in the CPAAI network in Amsterdam. Referrer and intermediary management is one of my key themes this year and I have Read More
