Managing Partners’ Forum Awards 2020 – Marketing, client service, innovation, learning and culture change

Posted on: March 16, 2020 Managing Partners’ Forum Awards 2020 – Marketing, client service, innovation, learning and culture change

I’ve been one of the judges on the annual Managing Partners’ Forum Awards for many years – across a number of categories. I was invited to attend the Awards dinner (again at the Marriot Grosvenor Square) to celebrate with the short-listed firms across three themes – Client, Community and Business. I thought I’d highlight some […]

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The growth of MarTech in professional services

Posted on: March 5, 2020 The growth of MarTech in professional services

These two articles on the growth of MarTech in professional services were published in the February and March 2020 editions of Professional Marketing Magazine. Wouldn’t it be good if there was a central source of information about marketing automation and technology (MarTech) in professional services – whether in law, accountancy, surveying or consultancy practices and […]

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Helping tax advisers sell their services – Be more detective

Posted on: January 30, 2020 Helping tax advisers sell their services – Be more detective

I was delighted when the Chartered Institute of Taxation (CIoT) Harrow and North London Branch  invited me back to present an evening session earlier this month. I had previously presented on “Social media for tax advisers” in 2013 . On this occasion my talk was on “Helping tax advisers sell their services – Be more […]

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Developing the roles of marketing and BD secretaries, PAs and EAs

Posted on: November 26, 2019 Developing the roles of marketing and BD secretaries, PAs and EAs

The recent workshop on “The effective marketing and BD PA/Secretary” organised by Professional Marketing Forum (https://www.pmforum.co.uk/training.aspx) was attended by delegates from law firms, accountancy practices, patent attorney and design firms. Developing the roles of marketing and BD secretaries, PAs and EAs was a key point of discussion.  Professional services marketing is different We covered the […]

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Leadership: Authenticity, values and culture

Posted on: August 13, 2019 Leadership: Authenticity, values and culture

I was recently asked to facilitate a partner strategy session where the focus was on authenticity, values and culture. It was a highly interactive session with participants considering their personal values in a structured way before discussing them in peer groups. It was a softer parallel process alongside a more analytical strategy development process.  Authenticity […]

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