Private clients

Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI (February 2023)

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

2023-02-28T14:17:44+00:00February 28, 2023|Kim's Blog, Lawyers, Marketing, Strategy|

Marketing and BD planning – Segmentation, Rock Stars and Engagement (Feb 2021)

Last week, delegates from large and small law firms and an engineering consultancy joined me for a “Marketing and Business Development Planning in a Nutshell” half day training workshop through the  Professional Marketing Forum. We covered a huge amount of material from marketing and business development basics, progressed step-by-step through the Read More

2021-04-01T17:42:58+01:00February 18, 2021|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|

Managing and growing your private client practice (January 2021)

In early January, over 20 delegates joined an MBL online training session on “Managing and growing your private client practice”. This article shows the poll results and summarises the points arising from the discussions and breakout sessions and supplements the materials provided at the session. Introductions 55% of the delegates Read More

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