Influencer marketing in professional services

Posted on: January 15, 2021 Influencer marketing in professional services

Whilst we might not call it influencer marketing in professional services, it is usually an important component of our marketing, communications and sales strategies. I spend a lot of time helping firms establish and improve their marketing, referrer management and client relationship management strategies and influencer marketing usually features. And not just in social media. […]

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Managing and growing your private client practice (January 2021)

Posted on: January 13, 2021 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 had just one partner in […]

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Highlights from a referrer management workshop (2020)

Posted on: December 22, 2020 Highlights from a referrer management workshop (2020)

It was great to see so many people on the December digital presentation of the popular MBL “Developing more work from referrers and intermediaries” workshop – there were representatives from law, accountancy, insolvency and engineering firms. Here are the highlights from a referrer management workshop. Amongst the aims of the delegates were: To develop a […]

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Six themes on cross-selling and referrer management workshop highlights (2020)

Posted on: September 17, 2020 A personal approach to cross-selling

Yesterday I facilitated an interactive workshop through the Professional Marketing Forum  on cross-selling and referrer management. I promised the delegates – representing a range of legal and accountancy practices – that I would summarise and share the key points arising from the session and the six themes to supplement their learning resources. Aims and issues […]

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Book review: Executive Engagement Strategies – how to have conversations and develop relationships that build B2B relationships by Bev Burgess

Posted on: August 11, 2020 Executive Engagement Strategies – how to have conversations and develop relationships that build B2B relationships by Bev Burgess

(A shorter version of this book review: Executive Engagement Strategies appeared in a recent edition of Professional Marketing magazine)  I reviewed two of Bev’s previous books – in 2011 on marketing technology as service and more recently, in February 2020, her fabulous practitioner’s guide to Account Based Marketing. I’m a big fan. This one focuses […]

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