This was an excellent presentation for two reasons. First, I am a Trustee of a charity with owned and leased properties and found the information really helpful. Second, I thought it demonstrated a great way for surveyors to market their services to a niche sector – in this case charities Read More
Last week I led another of MBL’s popular “How to manage and grow your private client practice” online (LearnLive) training sessions for a day. We covered a wide range of strategic, management, operational and business development topics. This article is for the benefit of the delegates who requested a summary Read More
On 23rd April, in conjunction with Tim Prizeman of Kelso PR, I participated in a webinar on "Emergency marketing for accountants – launching services and gaining clients during the crisis and recovery". My 17 minute segment focused on marketing strategy for accountants and tax advisors - but the principles are Read More
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
I hadn’t taken Instagram seriously for professional services marketing in the past. I set up an account some time ago to experiment and to see what my (grown) kids were up to. But when I wrote a guide to social media for lawyers http://kimtasso.com/social-media-in-business-development-a-guide-for-lawyers/ at the end of 2018, I Read More
