Accountants

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

Winning pitch presentations – Tips on preparing content and presenting well at competitive tenders

I’ve just returned from a training session for a client on an important element of competitive tendering – winning pitch presentations. There are many other blogs on selling, tendering, pitching, writing, presentations and client relationship management so please check out the other resources listed below. I organised today's session around some Read More

2017-05-09T18:25:56+01:00May 9, 2017|Accountants, Kim's Blog, Lawyers, Relationship Management, Selling|

Accountancy marketing case study: Haines Watts accountants “For Love or Money” thought leadership campaign

I interviewed Sam Davies, Group Head of Marketing at Haines Watts (HWCA), to obtain an accountancy marketing case study on the firm’s thought leadership campaign “For Love or Money – the secret life of the business owner”. About Sam and Haines Watts Sam has worked at Haines Watts for over Read More

2017-04-06T11:41:08+01:00April 6, 2017|Accountants, Kim's Blog, Marketing, Strategy, Web Sites|

Driving change in professional practices – the interesting bits?

Our workshop on driving change in professional practices proved to be an intense and challenging day learning about psychology, leadership and change management. Delegates worked on their plans for achieving desired changes in themselves, their teams and their firms. Here are some of the highlights from the delegates’ perspective. The Read More

2017-02-03T17:59:53+00:00February 3, 2017|Management Skills, Property|
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