Driving successful marketing programs for professional services

Posted on: April 1, 2019 Intapp integrates technology and information across the client life cycle

This article “Driving successful marketing programs for professional services” was published by Intapp on March 29th 2019 https://www.intapp.com/blog_posts/successful-marketing-for-professional-services/ We recently connected with professional services expert and influencer, Kim Tasso to talk about marketing. Tasso, the managing director of RedStarKim Ltd, is an independent management consultant specializing in the professional services sector. In this conversation, Tasso […]

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Key Account Management (KAM) – Top 10 tips for designing and implementing a KAM programme

Posted on: August 25, 2018 designing and implementing a KAM programme

Delegates (representing experts and beginners from law firms, accountancy practices, technology consultants and actuaries) at a recent training session by http://www.pmforum.co.uk/training.aspx on Key Account Management (KAM) selected the following top 10 tips for designing and implementing a KAM programme in a professional services firm. Designing the Key Account Management (KAM) programme 1. Adopt a long […]

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Strategy silos – is marketing guilty too? Align, integrate, focus, educate and champion

Posted on: July 18, 2018 Strategy silos – is marketing guilty too? Align, integrate, focus, educate and champion

A short while ago, I travelled to Birmingham for a West Midlands Professional Marketing Forum  meeting to talk about “Towards strategic marketing”. Yesterday, I presented at a professional services conference in Sussex (organised by Consortium  and supported by CIM) and presented on a similar topic. Whereas we often consider our lawyers, accountants and surveyors to work in silos I […]

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Legal case study – Anatomy of a law firm merger (Ross & Craig and DMH Stallard)

Posted on: September 27, 2017 David Leadercramer - Anatomy of a law firm merger

In 2015 I interviewed David Leadercramer, the former managing partner and senior partner of Ross & Craig solicitors http://www.rosscraig.com/ about his firm’s decision to merge with DML Stallard http://www.dmhstallard.com/ to gain insight into the merger decision and process. The original interview is below. David was kind enough to reflect recently on what he said at […]

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Marketing planning in a nutshell

Posted on: June 16, 2017 Marketing planning in a nutshell

I provide many public training courses on marketing planning in a nutshell. But questions about marketing planning arise in many other public and in-house training courses on business development, referrer management and social selling. And of course people ask me for a standard marketing plan template. But it’s rarely as simple as filling in a […]

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