Strategy

Private Client – Strategic and Operational Plans

Last week I facilitated MBL’s  workshop on “How to manage and grow your private client practice”. Amongst the delegates were newly-appointed partners and heads of Private Client departments. Almost every delegate left with the view that they needed to consider strategic issues, engage the team in those discussions and agree Read More

Promoting strategy conversations with questions – Be more strategic

December’s “Be more strategic” PM Forum – PM Forum workshop for marketing and business development (MBD) professionals moved back to a full day format following feedback from previous delegates. Law and accountancy firms were represented on this session – during which there were various threads on strategy conversations. Promoting strategic conversations with Read More

2025-12-19T11:40:20+00:00December 19, 2025|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Strategy|

Strategic marketing case study – Brand at Mishcon de Reya lawyers

At the 30th Annual PM Forum Conference, Elliot Moss | LinkedIn shared law firm Mishcon de Reya’s growth story leveraging strategy, brand and advertising (see 30th PM Forum Conference – Beyond Boundaries). His humility was touching – considering he is widely considered the poster boy of professional services marketing. Our Read More

2025-11-13T10:37:07+00:00November 13, 2025|Kim's Blog, Lawyers, Marketing, Strategy|
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