Four insights from developing a private client practice – Analysis, Objectives, Targeting and Internal Communication (June 2016)

Posted on: June 20, 2016

At a recent training session for MBL on “Managing and developing a private client practice”, delegates identified the following four key insights and asked for a summary of the issues discussed: 1. Analyse the source of work Avoid data-free marketing. Before you start work on setting objectives and developing strategies to grow your private client […]

Read More

Legal market research – Perceptions and needs of consumers and small businesses

Posted on: April 24, 2016

I regularly facilitate a public training session for CLT on “Client care, service excellence and retention” http://www.clt.co.uk/course/Client-Care-Service-Excellence-and-Retention/. During the workshop we spend time considering various legal market research reports. I have blogged a lot about commercial client research and the needs of general counsel in the past (see the related links below). This blog supplements […]

Read More

Legal Marketing Case Study – Rix & Kay thought leadership in the later life and care sectors

Posted on: November 13, 2015

(Apologies – the original post appears to have been lost from the site) Rix & Kay is a firm of solicitors in the South East with offices in Uckfield, Brighton and Sevenoaks. There are three lawyers and six assistants within its Later Life team which specialises in private client work (Powers of Attorney, Wills and care […]

Read More

Marketing to the elderly – for lawyers and accountants

Posted on: October 23, 2015

I wrote the lead article on “Marketing to the elderly” in Private Client Adviser magazine back in September 2008 http://www.privateclientadviser.co.uk/feature/financial-planning/cover-story-marketing-legal-services-grey-market and have worked with the private client teams of many law firms since then. So it was nice to be invited to address accountants on the subject at the “Elderly Client” conference for Offa in […]

Read More

Where do I start? Business Development for Lawyers (MBL Private Client Training July 2015)

Posted on: July 21, 2015

At a recent MBL seminar on “Developing and sustaining your private client practice” https://www.mblseminars.com/Outline?progid=5747&AddSeminarToBasket=1026988 a delegate said that while she found the day really good, she had so many ideas that she didn’t know where to start. So this blog post is for her. 1. Understand the numbers Make friends with the folk who produce […]

Read More

Original branding by Matt Playford · A site by Fresh01