I am often asked by clients to assist in enhancing their client service and client experience. Recently, I facilitated workshops for senior leadership teams where they wanted a) a briefing on the range of client service initiatives in professional services and b) help with deciding their priorities and strategy for Read More
I’ve assembled some further recent case studies showcasing the latest developments in professional services marketing. Brand and internal engagement feature heavily across them all. Signposts to earlier case studies are shown below. Marketing case studies: Sponsorship, brand campaigns and podcasts Albert Goodman (accountancy) – Sponsorship Devonshires (law) – Brand evolution Read More
Law and accountancy firms were represented at the recent PM Forum workshop: “The Proactive Marketing and Business Development Executive”. Of course we need strategy, planning and expertise to help us be proactive. But a key theme emerging at the workshop was the need to be proactive in creating and cultivating relationships – both Read More
Here are highlights from the recent PM Forum workshop on “Cross-selling and referrer management accelerator”. We acknowledged that there was no one “right way” to enhance cross-selling and referrer management. Each firm starts from a different place, has varying access to information and may have different goals. There was recognition that it Read More
At the recent MBL workshop on cross-selling and referrer management, we adopted a back-to-basics approach for these strategies. (see Kim Tasso – MBL Seminars for details of future sessions). Delegates from legal, property, construction and financial services firms came together to look at how to initiate or improve their cross-selling and referrer Read More
