Analysis

Referrer and intermediary management – 13 top tips from a workshop (May 2018)

I’m delighted to say that there were lots of delegates from law firms, accountancy firms, structural engineers, insolvency practitioners, banks and insurers at the recent referrer and intermediary management workshop in London http://www.mblseminars.com/Outline/Developing-More-Work-from-Referrers-_-Intermediaries/5770/ At the end of the day, after considering how to generate better and more recommendations from internal sources, Read More

2018-06-04T10:12:17+01:00June 4, 2018|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Property, Relationship Management, Selling|

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|

Private client marketing – Five thoughts from heads of department (2017)

Last week I was in Manchester for an MBL training course on “Developing and sustaining your private client practice”. Over half of the delegates were heads of private client departments with responsibility for developing and growing their teams and private client marketing was a major theme. Here are the five Read More

2021-04-03T16:38:09+01:00December 11, 2017|Kim's Blog, Lawyers, Marketing, Strategy, Web Sites|

Book review: How to become the firm of choice by Robert J Lees and August J Aquila (strategy development)

This book review of "How to become the firm of choice" on strategy development in PSFs appeared in Professional Marketing magazine in the September 2017 edition. This book tells a story. In the form of a case study. It joins a mid-sized (21 partner) law firm on its two year Read More

2024-04-16T20:48:06+01:00September 4, 2017|Accountants, Kim's Blog, Lawyers, Management Skills, Property, Strategy|

How do we get more women into surveying?

Recruitment in the property sector is tough. Many property practices find their growth ambitions constrained because they can’t recruit enough of the right calibre candidates – at junior and senior levels. In some cases, this results in unseemly salary battles and a constant churn of junior, middle ranking and senior Read More

2021-04-03T17:00:35+01:00July 14, 2017|Kim's Blog, Property, Statistics and trends|
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