Private clients

Marketing case studies – Digital thought leadership campaigns at Menzies and Withers Worldwide

I’m a little late in preparing an overview of these two excellent digital campaigns that were presented at the Home - PM Forum webinar in December. Thanks to Stefanie Jones of Wales - PM Forum for chairing the session. It’s interesting to compare and contrast the approaches in legal and accounting Read More

2025-02-17T17:46:14+00:00February 17, 2025|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|

Private client leaders balance operational and strategic management

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

2024-05-23T12:33:21+01:00May 23, 2024|Kim's Blog, Lawyers, Management Skills, Marketing, Strategy|

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|
Go to Top