Private client

Reflections on the CLT Private Client Management and Marketing conference

A short while ago I presented the marketing paper at the annual CLT “Managing and Marketing a Profitable Private Client Department” conference. The event was chaired by Gill Steel and there were various speakers. I thought I’d share some of the reflections I had whilst listening to the other speakers Read More

2013-07-31T15:36:18+01:00August 3, 2011|Kim's Blog, Lawyers, Management Skills, Marketing, Strategy|

Probate Practitioner’s Handbook – Marketing wills, probate and other private client services

The Sixth Edition of the Law Society’s Probate Practitioner’s Handbook finally arrived in the post today containing my updated chapter (pages 380 – 412) on marketing, selling and relationship management. The chapter – which I have revised extensively in each edition since its original publication back in 1991 – is Read More

2013-07-29T14:54:49+01:00January 6, 2011|Kim's Blog, Lawyers, Marketing|
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