Helping tax advisers sell their services – Be more detective

I was delighted when the Chartered Institute of Taxation (CIoT) Harrow and North London Branch  invited me back to present an evening session earlier this month. I had previously presented on “Social media for tax advisers” in 2013 . On this occasion my talk was on “Helping tax advisers sell Read More

By |2020-01-30T12:03:21+00:00January 30, 2020|

Legal marketing case study – Royds Withy King private client wealth proposition and new product Life Safe®

This post is based on an article in Professional Marketing magazine (March 2019) https://www.pmforum.co.uk/pm-magazine/pm-magazine.aspx which looked at a legal marketing case study for Royds Withy King private client wealth proposition. It was written by Robert Pinheiro, the firm’s Senior Marketing and CRM Manager. I was particularly pleased to see the Read More

By |2019-04-19T12:43:30+01:00April 19, 2019|

Marketing to the elderly – for lawyers and accountants

I wrote the lead article on “Marketing to the elderly” in Private Client Adviser magazine back in September 2008 http://www.privateclientadviser.co.uk/feature/financial-planning/cover-story-marketing-legal-services-grey-market and have worked with the private client teams of many law firms since then. So it was nice to be invited to address accountants on the subject at the “Elderly Read More

By |2015-10-23T15:45:29+01:00October 23, 2015|

Radio advertising by property tax accountants

Whilst walking to the train station the other day, listening to the Nick Ferrari show on LBC radio my attention was grabbed by an advert by accountants. Well, tax accountants to be precise. And their compelling message was to those who invest in property - Capital allowances on the radio! Read More

By |2013-08-05T19:26:32+01:00January 29, 2012|
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