Training

Build your brand advantage with PM Forum and Sholto Lindsay-Smith

In June, Sholto Lindsay-Smith (founding director of International brand and business consultancy (industrybranding.com)) presented a new PM Forum - PM Forum  training session on “Build your brand advantage”.  Sholto has worked with many professional services firms including: Bidwells, Birketts, Cluttons, Jackson Lees, JLL, Nexia and Stephenson Harwood.  Delegates from law, Read More

2024-06-12T17:12:16+01:00June 12, 2024|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Strategy|

Private client leaders balance operational and strategic management

At the May MBL workshop on “Managing and Growing your Private Client Practice”, private client leaders from England, Scotland and Northern Ireland considered how to balance their day-to-day operational and longer term strategic management responsibilities. This post supplements the learning resources shared at the session. Private client leaders balance operational and Read More

2024-05-23T12:33:21+01:00May 23, 2024|Kim's Blog, Lawyers, Management Skills, Marketing, Strategy|

Pitches, tenders and proposals – Efficiency (systems) vs Effectiveness (selling)

At a PM Forum - PM Forum training workshop earlier in the month we welcomed an even number of law and accountancy firm delegates with a healthy number of consultancies also represented. Challenges were explored as we discussed topics including: pitch processes and plans, selling and writing techniques and presenting Read More

2024-05-23T10:15:43+01:00May 23, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Selling|

A three-tier approach to private client marketing

This article was published in March 2024 in The Law Society’s Private Client Solicitor publication. Content is usually reserved for members but this version is available to all Tricks of the trade | Feature | Communities - The Law Society. A three-tier approach to private client marketing Tricks of the Read More

2024-05-09T14:11:28+01:00May 9, 2024|Kim's Blog, Lawyers, Marketing, Strategy|
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