Accountants

Introducing the marketing planning process into a professional service firm

At the recent “Marketing planning in a nutshell” training workshop http://www.pmforum.co.uk/training.aspx, the focus was on the best way to introduce a marketing planning process into a professional service firm. While many of the larger professional service firms have sophisticated marketing and business development planning processes, some smaller firms are still Read More

2018-03-20T13:45:26+00:00March 20, 2018|Accountants, Kim's Blog, Lawyers, Marketing, Property, Strategy|

International relationship management – Highlights from a talk by Allan Evans at BDO accountants

At the 2017 Professional Marketing Conference http://www.pmforum.co.uk/conference.aspx , Allan Evans, Global Head of Business Development and Marketing at BDO International provided a fascinating talk on adapting to cultures for international relationship management. Allan started with an array of quotes, facts and figures that demonstrated that even small professional service firms Read More

Accountancy marketing case study – From client referrals to sectors and social media

Wilson Wright (established in 1893) is a nine partner accountancy practice based in Holborn Circus in London serving both private and commercial clients. In 2016 it won the British Accountancy Award (BAA) for Independent Firm of the Year (Greater London) and is currently shortlisted for Mid-Tier Firm of the Year. Read More

2017-09-12T14:15:17+01:00September 8, 2017|Accountants, Kim's Blog, Marketing, Relationship Management, Social Media|

Book review – “Strategic tendering for professional services” by Matthew Fuller and Tim Nightingale

It’s about time that there was a new book on strategic tendering for professional services. It’s too long – 1993 - since John de Forte and Guy Jones wrote their ground breaking “Proposals, pitches and beauty parades”. Whilst I valued Basil Sawczuk’s “Creating winning bids” in 2013 it is focused Read More

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