Referrer management

Accountancy marketing case study – From client referrals to sectors and social media

Wilson Wright (established in 1893) is a nine partner accountancy practice based in Holborn Circus in London serving both private and commercial clients. In 2016 it won the British Accountancy Award (BAA) for Independent Firm of the Year (Greater London) and is currently shortlisted for Mid-Tier Firm of the Year. Read More

2017-09-12T14:15:17+01:00September 8, 2017|Accountants, Kim's Blog, Marketing, Relationship Management, Social Media|

Cross-selling – The Big Questions

At a recent cross-selling and referrer management course we tackled: Cross-selling – The Big Questions. What are you trying to achieve? – Most firms have cross-selling initiatives. Many firms repeatedly launch new initiatives to improve cross-selling. However, the starting point has to be to set some clear goals about what you Read More

Accountancy marketing case study: Haines Watts accountants “For Love or Money” thought leadership campaign

I interviewed Sam Davies, Group Head of Marketing at Haines Watts (HWCA), to obtain an accountancy marketing case study on the firm’s thought leadership campaign “For Love or Money – the secret life of the business owner”. About Sam and Haines Watts Sam has worked at Haines Watts for over Read More

2017-04-06T11:41:08+01:00April 6, 2017|Accountants, Kim's Blog, Marketing, Strategy, Web Sites|

Book Review – The Analytical Marketer – How to transform your marketing organization by Adele Sweetwood

Health warning: This book "The Analytical Marketer – How to transform your marketing organization" by Adele Sweetwood is for serious marketers who are faced with adapting their marketing organisations to embrace the exciting (albeit a little bit scary) transformation being driven by the advances in marketing technology and automation.   This is an Read More

2017-01-09T20:27:27+00:00January 9, 2017|Kim's Blog, Marketing|
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