Managing and growing your private client practice (January 2021)

In early January, over 20 delegates joined an MBL online training session on “Managing and growing your private client practice”. This article shows the poll results and summarises the points arising from the discussions and breakout sessions and supplements the materials provided at the session. Introductions 55% of the delegates Read More

By |2021-03-30T20:37:15+01:00January 13, 2021|

Why do you need a business plan?

Many of the clients I work with in the legal, accountancy, property and other sectors are relatively small but fast-growing businesses with up to 30 owner-managers. It is surprising the number of them that either don’t have a business plan or have a plan that is out-of-date or that doesn’t Read More

By |2020-03-02T09:48:27+00:00March 2, 2020|

Research report: 24th Annual Smith & Williamson Law Firm Survey 2018 “Brexit, what Brexit?”

The annual Smith & Williamson law firm survey 2018 obtained the opinions of over 130 managing partners and senior management personnel across the UK in August 2018. The clear message emerging from this year’s survey show that law firms are continuing to fight for top talent in a competitive market Read More

By |2021-04-03T15:05:13+01:00July 15, 2019|

Commerciality – Finance, pricing, innovation and research

Earlier this year we ran the first “Commerciality – Finance, Pricing, Innovation and Research” workshop through Professional Marketing Forum. https://www.pmforum.co.uk/training.aspx.  I am delighted to report that the consensus was that it was a success (even though we have some tweaks to make to the timing for all the group exercises). Read More

By |2019-05-13T10:47:08+01:00May 13, 2019|
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