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

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

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 – “Strategic tendering for professional services” by Matthew Fuller and Tim Nightingale

Posted on: May 11, 2017 Strategic tendering

It’s about time that there was a new book on strategic tendering for professional services. It’s too long – 1993 – since John de Forte and Guy Jones wrote their ground breaking “Proposals, pitches and beauty parades”. Whilst I valued Basil Sawczuk’s “Creating winning bids” in 2013 it is focused on the property and construction […]

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Winning pitch presentations – Tips on preparing content and presenting well at competitive tenders

Posted on: May 9, 2017 Presentation skills Pitch presentations

I’ve just returned from a training session for a client on an important element of competitive tendering – winning pitch presentations. There are many other blogs on selling, tendering, pitching, writing, presentations and client relationship management so please check out the other resources listed below. I organised today’s session around some key themes on winning pitch […]

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Accountancy marketing case study: Haines Watts accountants “For Love or Money” thought leadership campaign

Posted on: April 6, 2017 accountancy marketing case study Haines Watts Love or Money thought leadership

I interviewed Sam Davies, Group Head of Marketing at Haines Watts (HWCA), to obtain an accountancy marketing case study on the firm’s thought leadership campaign “For Love or Money – the secret life of the business owner”. About Sam and Haines Watts Sam has worked at Haines Watts for over 18 years and in her […]

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Driving change in professional practices – the interesting bits?

Posted on: February 3, 2017 Driving change in professional practices

Our workshop on driving change in professional practices proved to be an intense and challenging day learning about psychology, leadership and change management. Delegates worked on their plans for achieving desired changes in themselves, their teams and their firms. Here are some of the highlights from the delegates’ perspective. The challenge of personal change Drawing […]

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