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 […]

Read More

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 […]

Read More

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 […]

Read More

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 – […]

Read More

Legal market research – Mobile apps in law firms 2017

Mobile apps in law firms 2017 Posted on: June 2, 2017

A new legal market research report “State of mobile apps in law firms 2017” by Fliplet shows higher adoption of mobile app technology by law firms. I’m delighted that they referenced my original 2012 research into the subject in their report. The top 10 law firms with the best app store presence 1 Baker McKenzie […]

Read More

Original branding by Matt Playford · A site by Fresh01