At the May MBL workshop on “Managing and Growing your Private Client Practice”, private client leaders from England, Scotland and Northern Ireland considered how to balance their day-to-day operational and longer term strategic management responsibilities. This post supplements the learning resources shared at the session. Private client leaders balance operational and Read More
This article was published in March 2024 in The Law Society’s Private Client Solicitor publication. Content is usually reserved for members but this version is available to all Tricks of the trade | Feature | Communities - The Law Society. A three-tier approach to private client marketing Tricks of the Read More
I scan the media regularly to capture insights into the latest marketing and business development (BD) strategies and campaigns in professional services. Delegates on my public and inhouse training sessions often ask for case studies into what their peers and competitors are doing. Case studies allow you to compare and Read More
I had the pleasure of joining Chloe Christine of TBD marketing when she presented a training workshop on “Email marketing and automation” for PM Forum last week. Delegates (both those in general marketing/business development (MBD) roles and those specialising in client programmes, digital marketing and events) were from law and Read More
Here are the highlights from the recent PM Forum workshop on “Cross-selling and referrer management accelerator”. The delegates were mostly marketing and business development (MBD) managers – legal, accountancy and consultancy firms (one joined form Germany and another was a qualified lawyer). There was an even split between those focused Read More
