(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 Read More
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 Read More
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 Read More
I facilitated “Developing and sustaining your private client practice” courses in London and Bristol for MBL during the early part of June 2015. It seems that private client marketing is high on many law firms' agendas. The full day session covers a variety of topics – strategy and planning, market analysis, Read More
Last week I had the honour of presenting a paper at the annual LawSouth conference on Achieving extraordinary client engagement. Here is a summary of the main points raised by the speakers: The people are everything – Julian Summerhayes http://juliansummerhayes.com/ Julian started his talk with quotes from “The age of Read More
