Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI (February 2023)

This post summarises some of the key themes emerging from the recent online MBL “How to manage and grow your private client practice” full day session  . It is intended to supplement the learning resources for delegates provided on the day – delegate aims, poll results and takeaways are shown Read More

2023-02-28T14:17:44+00:00February 28, 2023|Kim's Blog, Lawyers, Marketing, Strategy|

Marketing technology system review – Clean contact data with Cirrom

I’ve known David Brady – the serial entrepreneur specialising in professional services marketing technology – for more years than either of us care to acknowledge (but see the articles below if you’re interested). Vuture – his first martech contribution in the digital marketing space – is a recognised and trusted Read More

2023-02-06T09:08:47+00:00February 6, 2023|Accountants, Kim's Blog, Lawyers, Marketing|

Be more strategic – PESTLE, Positioning and Plans

At the “Being more strategic” PM Forum workshop a week or so ago, half of the delegates were in management roles. Many were attached to specific practice groups and some had firm-wide roles. This post picks up on some of the emerging themes and shares the delegate polls as an Read More

2022-12-22T15:49:06+00:00December 22, 2022|Kim's Blog, Marketing, Statistics and trends, Strategy|

Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure

This is a summary (and an additional learning resource for delegates) of last week’s M&BD planning workshop through the PM Forum. Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure. The three modules looked at M&BD fundamentals, the journey through the M&BD planning process and Read More

2022-07-11T15:19:38+01:00July 11, 2022|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|

Reflections from Marketing and Business Development Executives (April 2022)

Last week we had a full house at the PM Forum’s “Proactive Marketing and Business Development Executive” full day online workshop with delegates from across the UK (and one from Singapore). We covered a huge amount during the day. Reflection is a key part of learning and so here I Read More

2022-04-22T14:51:46+01:00April 12, 2022|Kim's Blog, Marketing|
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