What’s right to write? Highlights from a persuasive writing for business development workshop

Posted on: February 2, 2017 persuasive writing tips

Last week I was joined in London by accountants, tax advisers, surveyors, lawyers and business development folk for the first public workshop on persuasive writing for business development.  Writing topics of interest At the outset, I asked the delegates to share their areas of interest or concern and their main questions. The themes that emerged […]

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Importance of Client Experience Management (CEM) – PM Forum conference report 2016

Posted on: November 16, 2016

My conference report for the Professional Marketing Forum’s 21st Conference “All about the journey” which focused on Client Experience Management (CEM) was published in this month’s edition of Professional Marketing magazine http://www.pmforum.co.uk/pm-magazine/pm-magazine.aspx . It’s hard trying to tease out the most important insights from what proved to be a jam-packed day of useful and important […]

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Referrer management strategies: Plan, target, focus, research, relationship, add value and let go (Manchester, 2016)

Posted on: November 2, 2016 Target - referrer management in professional service firms

Recently in Manchester, I was joined by accountants, lawyers and insolvency practitioners for the MBL  referrer management training workshop on “Developing more work from referrers and intermediaries”. Here are the delegates’ views of the highlights. Plan – Back to basics  Most firms have referrer management programmes and activities – but often these are managed by […]

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From expert to rock star – Using Passle for content creation and distribution

Posted on: October 19, 2016 Passle content creation and distribution

Long ago, before the digital revolution, I wrote a book on media relations and how leading experts in professional services could build their media profile to become the “rock star” of a niche. Since then, the digitisation of communications and understanding of thought leadership have made this strategy commonplace – it’s all about content creation […]

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New lead generation and intelligence system for targeting high net worth private clients – An overview of NETZ

Posted on: October 15, 2016 Netz - targeting high net worth private clients

Following a networking introduction from a lawyer at Keystone Law (Thank you!) I had the pleasure of meeting Frank Bertele, former adviser at UBS and director of start-up company NETZ. We had a chat and a demo of the system at the WeWork co-working base in the City of London. NETZ provides a consultancy service, […]

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