Managing and growing your private client practice (January 2021)

Posted on: January 13, 2021 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 had just one partner in […]

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Marketing in a time of Coronavirus – Pragmatic ideas

Posted on: May 7, 2020 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 staff to working from home […]

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

Posted on: April 19, 2019 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 firm’s success having worked with […]

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Vuture – Marketing and relationship management automation in professional services firms

Posted on: April 17, 2018

My occasional reviews of marketing technology led me to talk to Jennifer Miller at Vuture about the latest developments in marketing and relationship management automation in professional services firms. What is Vuture? Vuture is a platform that works above CRM database systems including; LexisNexis InterAction, Salesforce, Dynamics, Peppermint and OnePlace, to act as a connector […]

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Persuasive writing tips – Five technical questions

Posted on: March 31, 2017 persuasive writing tips

During a recent MBL persuasive writing course in Manchester we addressed many of the same issues as on previous writing courses (see, for example: http://kimtasso.com/whats-right-write-highlights-persuasive-writing-business-development-workshop/ and http://kimtasso.com/five-favourite-thoughts-on-fantastic-writing-from-a-business-development-writing-workshop-2015/ and http://kimtasso.com/business-development-writing-lawyers-13-top-tips-writing-impact/). But there were also some specific questions which the delegates asked me to address in a blog post on persuasive writing tips. So here goes: 1. […]

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