Private client

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

2021-03-30T20:21:52+01:00December 30, 2020|Kim's Blog, Lawyers|

A strategy for developing more private client work

A shorter version of this article on A Strategy for developing more private client work was published in The Law Society’s Private Client Section in September 2019 https://communities.lawsociety.org.uk/september-2019/workshop-developing-more-private-client-work/6000337.article At the Law Society’s Private Client Conference in June 2019 I presented a short workshop on “Developing more private client work”. The Read More

2019-09-20T10:12:32+01:00September 20, 2019|Kim's Blog, Lawyers, Marketing, Relationship Management, Social Media, Strategy|

Enquiry management: Converting more telephone enquiries with basic sales training

At a “Business development for lawyers” course a while back the topic that the delegates asked me to write about was that of converting telephone enquiries. More recently, at a practice development course for private client solicitors, the same issue arose and other insights were shared at a recent in-house Read More

Property marketing case study – Integrated campaign on farmland value from Savills rural team

Most property companies produce a lot of research information and Savills rural team is no exception. The Rural Energy and Projects (REP) division of Savills  has major forward-looking thought leadership programmes but it also achieves integrated marketing communications programmes for its many data-driven research reports. Developing and delivering these integrated Read More

2019-05-09T10:13:34+01:00April 26, 2019|Kim's Blog, Marketing, Property, Social Media, Web Sites|

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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