Marketing and BD planning – Segmentation, Rock Stars and Engagement (Feb 2021)

Last week, delegates from large and small law firms and an engineering consultancy joined me for a “Marketing and Business Development Planning in a Nutshell” half day training workshop through the  Professional Marketing Forum. We covered a huge amount of material from marketing and business development basics, progressed step-by-step through the Read More

2021-04-01T17:42:58+01:00February 18, 2021|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|

Legal marketing case study – Royds Withy King private client wealth proposition and new product Life Safe®

This post is based on an article in Professional Marketing magazine (March 2019) https://www.pmforum.co.uk/pm-magazine/pm-magazine.aspx which looked at a legal marketing case study for Royds Withy King private client wealth proposition. It was written by Robert Pinheiro, the firm’s Senior Marketing and CRM Manager. I was particularly pleased to see the Read More

2019-04-19T12:43:30+01:00April 19, 2019|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|

New lead generation and intelligence system for targeting high net worth private clients – An overview of NETZ

Following a networking introduction from a lawyer at Keystone Law (Thank you!) I had the pleasure of meeting Frank Bertele, former adviser at UBS and director of start-up company NETZ. We had a chat and a demo of the system at the WeWork co-working base in the City of London. Read More

Marketing professional services to High Net Worth clients

If I had a pound for every time a private client lawyer, accountant or surveyor said “We are targeting High Net Worth” clients I would be a very high net worth person myself! Whilst saying you are marketing professional services to High Net Worth clients sounds like a good strategy Read More