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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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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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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Estates Gazette Property Marketing Summit 2017 – Goals, Digital, Innovation, Content, Video and Experience

Property marketing Posted on: July 3, 2017

I went along to the annual Estates Gazette Property Marketing Summit last week. It’s been reduced from a full day programme to half a day and two discussion panels dominated the programme although there were some real gems in the other presentations. The focus was on marketing physical properties rather than property and professional services. […]

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Cross-selling – The Big Questions

Posted on: June 27, 2017

At a recent cross-selling and referrer management course we tackled some big questions relating to cross-selling. What are you trying to achieve? – Most firms have cross-selling initiatives. Many firms repeatedly launch new initiatives to improve cross-selling. However, the starting point has to be to set some clear goals about what you want to achieve – […]

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