On 23rd April, in conjunction with Tim Prizeman of Kelso PR, I participated in a webinar on "Emergency marketing for accountants – launching services and gaining clients during the crisis and recovery". My 17 minute segment focused on marketing strategy for accountants and tax advisors - but the principles are Read More
This blog summarises information published when KPMG won a B2B marketing award for the “Changing futures” best multichannel campaign in 2018 and a talk provided by Daniel Sullivan of KPMG at the September 2019 Professional Marketing Forum Annual Conference. This accountancy marketing case study – How KPMG influenced £35 million Read More
Many of the clients I work with in the legal, accountancy, property and other sectors are relatively small but fast-growing businesses with up to 30 owner-managers. It is surprising the number of them that either don’t have a business plan or have a plan that is out-of-date or that doesn’t Read More
A shorter version of this article on A Strategy for developing more private client work was published in The Law Society’s Private Client Section in September 2019 https://communities.lawsociety.org.uk/september-2019/workshop-developing-more-private-client-work/6000337.article At the Law Society’s Private Client Conference in June 2019 I presented a short workshop on “Developing more private client work”. The Read More
I was recently asked to facilitate a partner strategy session where the focus was on authenticity, values and culture. It was a highly interactive session with participants considering their personal values in a structured way before discussing them in peer groups. It was a softer parallel process alongside a more Read More
