Accountancy marketing case study – From client referrals to sectors and social media

Accountancy marketing case study Wilson Wright Posted on: September 8, 2017

Wilson Wright (established in 1893) is a nine partner accountancy practice based in Holborn Circus in London serving both private and commercial clients. In 2016 it won the British Accountancy Award (BAA) for Independent Firm of the Year (Greater London) and is currently shortlisted for Mid-Tier Firm of the Year. Yet it has only recently […]

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Book review: How to become the firm of choice by Robert J Lees and August J Aquila (strategy development)

Firm of choice book review Posted on: September 4, 2017

This book review of “How to become the firm of choice” on strategy development in PSFs appeared in Professional Marketing magazine in the September 2017 edition. This book tells a story. In the form of a case study. It joins a mid-sized (21 partner) law firm on its two year journey to develop and implement […]

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Delegation for leaders

Delegation for leaders Posted on: August 11, 2017

Delegation is a frequent topic of conversation with my clients – Whether it’s for freeing up the time of leaders, empowering new leaders, developing teams or working more efficiently/profitably. Traditional pyramid structures in professional service firms require that a senior person builds a team of junior people in order to achieve maximum profitability. Delegation is […]

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Key Account Management KAM – Managing key client meetings

Managing key client meetings Posted on: July 24, 2017

At a recent training workshop on helping fee-earners with Key Account Management KAM – the delegates requested that I write about how to manage key client meetings. Further details of this course can be found here http://www.pmforum.co.uk/training.aspx What often happens My observation is that at the start of a Key Account Management or Key Client […]

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Why Client Experience Management CEM is all the rage…

Posted on: July 13, 2017

Client Experience Management CEM is all the rage. It was the theme of last year’s Professional Marketing Forum conference, there have been fantastic PM Forum events by Paul English of Grant Thornton and other notable experts and I recently led PM Forum’s first training workshop on the topic. But it’s not new. Decades ago there […]

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