Key takeaways from “How to manage and grow your private client practice” (Feb 2020)

I’m making the final preparations for the first online presentation of the popular “How to manage and grow your private client practice” which takes place on 11th January 2021. I’m updating everything to reflect the lessons learned as we adapted to the Covid pandemic and highlighting some recent private client Read More

By |2021-03-30T20:21:52+01:00December 30, 2020|

Accountancy marketing case study – How KPMG influenced £35 million in new business by blending digital and offline media

This blog summarises information published when KPMG won a B2B marketing award for the “Changing futures” best multichannel campaign in 2018  and a talk provided by Daniel Sullivan of KPMG at the September 2019 Professional Marketing Forum Annual Conference. This accountancy marketing case study – How KPMG influenced £35 million Read More

By |2020-03-05T13:01:55+00:00March 5, 2020|

Why do you need a business plan?

Many of the clients I work with in the legal, accountancy, property and other sectors are relatively small but fast-growing businesses with up to 30 owner-managers. It is surprising the number of them that either don’t have a business plan or have a plan that is out-of-date or that doesn’t Read More

By |2020-03-02T09:48:27+00:00March 2, 2020|

What are your priorities for 2019? Thoughts for professional service firm leaders

What are your priorities for 2019? Thoughts for professional service firm leaders are shared below. But first, take a few moments to reflect on what you have achieved this year - and savour the successes. And then, as 2018 draws to a close, turn your thoughts to what you want to achieve in Read More

By |2021-04-03T15:33:41+01:00December 29, 2018|