Artificial intelligence

Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “Managing and growing your private client practice” earlier this month. This post summarises the key themes discussed, provides an additional learning resource for the delegates and includes further Read More

2023-11-13T15:58:14+00:00November 13, 2023|Kim's Blog, Lawyers, Management Skills, Social Media, Strategy|

System review: CogniClick for instant, personalised research reports using AI

CogniClick is a nifty system (backed by an expert team) to enable you to conduct fast, quick polls and pulse surveys amongst your clients and stakeholders and to also develop maturity assessments and similar thought leadership content. It has the potential to transform client communications, fast-track the generation of research Read More

2023-10-25T17:39:36+01:00October 25, 2023|Accountants, Kim's Blog, Lawyers, Marketing|

Context and curiosity drive commerciality and pricing

This week’s PM Forum training workshop “Commerciality: Finance, Pricing, Innovation and Research” was attended by delegates from law, accountancy and insolvency firms. As well as marketing and business development executives and managers there were also those in specialist pricing and bid roles.  Thanks to Simmons & Simmons for hosting the Read More

22 tips on being a persuasive writer in professional services

Lawyers (compliance, anti-trust, commercial litigation, personal injury) and marketing professionals joined me at a recent MBL workshop on writing . They engaged in writing exercises. And reviewed the copy of professional services firms. They created their own writing checklist – how to plan, write and review. Persuasive writing convinces the Read More

2023-08-14T10:07:26+01:00August 14, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Selling|
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