Private client lawyers

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

2021-03-30T20:37:15+01:00January 13, 2021|Kim's Blog, Lawyers, Marketing, Relationship Management, Selling, Social Media, Statistics and trends, Strategy|

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|
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