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

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

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|

Vuture – Marketing and relationship management automation in professional services firms

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, Read More

Persuasive writing tips – Five technical questions

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 Read More

2017-03-31T15:46:56+01:00March 31, 2017|Accountants, Kim's Blog, Lawyers, Marketing, Psychology|