Managing and growing your private client practice (January 2021)

Posted on: January 13, 2021 Managing and growing your private client practice (January 2021)

In early January, over 20 delegates joined an MBL online training session on “Managing and growing your private client practice”. This article shows the poll results and summarises the points arising from the discussions and breakout sessions and supplements the materials provided at the session. Introductions 55% of the delegates had just one partner in […]

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Developing a private client practice – 10 insights (July 2017)

Posted on: August 2, 2017

In July 2017, I presented another of the successful MBL sessions on “Developing a private client practice” https://www.mblseminars.com/Outline/Developing-_-Sustaining-Your-Private-Client-Practice/5747 . As the nature and interests of the delegates – and the most pressing issues in the legal market – vary at each workshop, so the key points change. Here are the topics that generated most interest at […]

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Four insights from developing a private client practice – Analysis, Objectives, Targeting and Internal Communication (June 2016)

Posted on: June 20, 2016

At a recent training session for MBL on “Managing and developing a private client practice”, delegates identified the following four key insights and asked for a summary of the issues discussed: 1. Analyse the source of work Avoid data-free marketing. Before you start work on setting objectives and developing strategies to grow your private client […]

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Seven thoughts on private client marketing (June 2015)

Posted on: June 19, 2015

I facilitated “Developing and sustaining your private client practice” courses in London and Bristol for MBL during the early part of June 2015. It seems that private client marketing is high on many law firms’ agendas. The full day session covers a variety of topics – strategy and planning, market analysis, human resources management, product development, […]

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Case Study – UK tax rates app from Haines Watts accountants

Posted on: August 31, 2012

I am still receiving additional material to supplement  the White Paper (Apps by UK law, accountancy and property firms – Are we missing the digital revolution?) http://kimtasso.com/white-paper-apps-by-uk-law-accountancy-and-property-firms-are-we-missing-the-mobile-revolution Thanks to Samantha Davies, National Marketing Manager Haines Watts, for this case study. Here is the link to the app on their website http://www.hwca.com/clients/tax-publications/tax-rates-app/ “We launched the UK tax […]

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