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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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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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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Marketing planning in a nutshell

Marketing planning in a nutshell Posted on: June 16, 2017

I provide many public training courses on marketing planning in a nutshell. But questions about marketing planning arise in many other public and in-house training courses on business development, referrer management and social selling. And of course people ask me for a standard marketing plan template. But it’s rarely as simple as filling in a […]

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