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
At the recent PM Forum - PM Forum workshop on “Towards KAM and ABM: Helping fee-earners with client relationship management” we were joined by delegates from across the UK in legal, accountancy, actuarial and engineering firms. I’ve summarised the delegate aims, poll results and key takeaways below as an addition Read More
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
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
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
