The MBL workshop on Referrer and Intermediary Management earlier this week combined those in front-line fee-earning roles (e.g. employment and family solicitors) with those from marketing and business development in legal, tax, wealth management and property firms. Alongside generating new business directly from clients and developing existing client relationships, referrer Read More
On 8th June it was a full house for the PM Forum’s popular workshop “Towards KAM and ABM – Helping fee-earners with client relationship management”. Amongst the many delegates from across the UK there was also one joining us from Warsaw, Poland and another who had moved from a lawyer Read More
Before I start planning for 2022, I thought I’d reflect on nine marketing and business development trends in 2021. Some of these observations might make useful entries in your PESTLE or competitor analyses (a short explainer video on marketing audits and PESTLE analysis ) or scenario and marketing plans. Attitude Read More
Last week I led another of MBL’s popular “How to manage and grow your private client practice” online (LearnLive) training sessions for a day. We covered a wide range of strategic, management, operational and business development topics. This article is for the benefit of the delegates who requested a summary Read More
This leader article “Struggling with segmentation” was published in the Summer 2021 edition of Professional Marketing Magazine https://www.pmforum.co.uk/pm-magazine/pm-magazine.aspx which is sent free to members of the Professional Marketing Forum. https://www.pmforum.co.uk/ The Covid pandemic thrust marketers into the limelight. Without the face-to-face interactions that are fundamental to so much marketing and Read More
