At the May MBL workshop on “Managing and Growing your Private Client Practice”, private client leaders from England, Scotland and Northern Ireland considered how to balance their day-to-day operational and longer term strategic management responsibilities. This post supplements the learning resources shared at the session. Private client leaders balance operational and Read More
I scan the media regularly to capture insights into the latest marketing and business development (BD) strategies and campaigns in professional services. Delegates on my public and inhouse training sessions often ask for case studies into what their peers and competitors are doing. Case studies allow you to compare and Read More
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
Last week I led another of MBL’s popular “How to manage and grow your private client practice” online (LearnLive) training sessions for a day. We covered a wide range of strategic, management, operational and business development topics. This article is for the benefit of the delegates who requested a summary Read More
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
