This article was published in March 2024 in The Law Society’s Private Client Solicitor publication. Content is usually reserved for members but this version is available to all Tricks of the trade | Feature | Communities - The Law Society. A three-tier approach to private client marketing Tricks of the Read More
I scan the media regularly to capture insights into the latest marketing and business development (BD) strategies and campaigns in professional services. Delegates on my public and inhouse training sessions often ask for case studies into what their peers and competitors are doing. Case studies allow you to compare and Read More
This post summarises some of the key themes emerging from the recent online MBL “How to manage and grow your private client practice” full day session . It is intended to supplement the learning resources for delegates provided on the day – delegate aims, poll results and takeaways are shown Read More
At the recent MBL full day online workshop on “How to Manage & Grow Your Private Client Practice” with private client lawyers from across the UK, we discussed a variety of contemporary management and marketing issues. During the session there were a number of management questions from private client lawyers Read More
Last week I had the pleasure of facilitating delegates from legal and accountancy firms in the PM Forum’s “Referral Management and Cross-Selling Accelerator” workshop. Here are the key points from the polls, break-out and discussion sessions with referrer management and cross-selling insights. I’ve also included a summary from a recent Read More
