Private client marketing

Private Client – Strategic and Operational Plans

Last week I facilitated MBL’s  workshop on “How to manage and grow your private client practice”. Amongst the delegates were newly-appointed partners and heads of Private Client departments. Almost every delegate left with the view that they needed to consider strategic issues, engage the team in those discussions and agree Read More

Strategic marketing case study – Brand at Mishcon de Reya lawyers

At the 30th Annual PM Forum Conference, Elliot Moss | LinkedIn shared law firm Mishcon de Reya’s growth story leveraging strategy, brand and advertising (see 30th PM Forum Conference – Beyond Boundaries). His humility was touching – considering he is widely considered the poster boy of professional services marketing. Our Read More

2025-11-13T10:37:07+00:00November 13, 2025|Kim's Blog, Lawyers, Marketing, Strategy|

Marketing case studies – Digital thought leadership campaigns at Menzies and Withers Worldwide

I’m a little late in preparing an overview of these two excellent digital campaigns that were presented at the Home - PM Forum webinar in December. Thanks to Stefanie Jones of Wales - PM Forum for chairing the session. It’s interesting to compare and contrast the approaches in legal and accounting Read More

2025-02-17T17:46:14+00:00February 17, 2025|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|

Private Client – Vision, Leadership, Plan, Engagement and Delegation

Last week’s MBL workshop on “How to manage and grow your private client practice” saw 100% delegates highly satisfied with the course overall, 100% highly satisfied with the trainer (that’s me!) and 100% highly satisfied with the course materials. One delegate commented: “Thank you very much - lots of food Read More

2024-11-28T14:08:03+00:00November 28, 2024|Kim's Blog, Lawyers, Management Skills, Marketing, Social Media|
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