Kim TassoMarketing and BD planning – Segmentation, Rock Stars and Engagement (Feb 2021)
Posted on: February 18, 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 M&BD planning process and explored […]
Managing and growing your private client practice (January 2021)
Posted on: January 13, 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 had just one partner in […]
Marketing professional services to High Net Worth clients
Posted on: August 7, 2010If I had a pound for every time a private client lawyer, accountant or surveyor said “We are targeting High Net Worth” clients I would be a very high net worth person myself. Whilst saying you are marketing professional services to High Net Worth clients sounds like a strategy it isn’t focused enough. The core issue is the […]