I wrote the lead article on “Marketing to the elderly” in Private Client Adviser magazine back in September 2008 http://www.privateclientadviser.co.uk/feature/financial-planning/cover-story-marketing-legal-services-grey-market and have worked with the private client teams of many law firms since then. So it was nice to be invited to address accountants on the subject at the “Elderly Read More
You would expect a book coming from the folk at Cambridge Marketing College to be good. And it is. Unusually, it’s not a text book – there’s little theory within it. But it’s a fabulous collection of case studies, best practice and insight from a glittering array of the great Read More
I’m just back from a fabulous session with lots of marketers and business developers from law firms, accountants and wealth managers at the PM Forum training session on “Helping fee-earners prepare the perfect pitch”. Thank you Addleshaw Goddard for hosting the event – your breakfast and hospitality staff were amongst Read More
Last week I facilitated a CLT seminar on “Client care, client service and client retention” http://www.clt.co.uk/course/Client-Care-Service-Excellence-and-Retention/ Whilst we covered a lot of material relating to understanding commercial and consumer client needs, engaging everyone in responding appropriately at all touch points and best practice in day-to-day service delivery, client care and relationship Read More
Earlier this year I worked on some legal market research with The Lawyer magazine to analyse the huge amount of data collected from 530 in-house lawyers for the fourth In-house attitudes survey. My executive summary of that report was published in June 2015 http://www.thelawyer.com/in-house/positive-attitudes-in-house-attitudes-report-executive-summary/3035939.article and the main points were as follows: Read More
