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|

Marketing in a time of Coronavirus – Pragmatic ideas

“Love in a time of Cholera” by Gabriel García Márquez is a great book. It reflects many themes we are experiencing today such as the Coronavirus plague and the attempts to maintain relationships across great distances. So what about marketing in a time of Coronavirus? Once professional service firms transitioned Read More

By |2020-08-11T16:47:27+01:00May 7, 2020|

Enquiry management: Converting more telephone enquiries with basic sales training

At a “Business development for lawyers” course a while back the topic that the delegates asked me to write about was that of converting telephone enquiries. More recently, at a practice development course for private client solicitors, the same issue arose and other insights were shared at a recent in-house Read More

By |2019-07-25T10:53:22+01:00July 25, 2019|

Client Experience Management (CEM) – Research into the client journey at law firms

Whilst presenting a paper on strategic marketing at a recent professional services marketing conference in Sussex http://kimtasso.com/strategy-silos-is-marketing-guilty-too-align-integrate-focus-educate-and-champion/, one of my fellow presenters was Jonathan Winchester, chief executive of insight6 Limited https://insight6.com/ (which some of you may know as Shoppers Anonymous). He gave a fascinating talk about Client Experience Management (CEM Read More

By |2018-07-20T11:51:42+01:00July 20, 2018|
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