New and free learning resource for lawyers and surveyors – from Davitt Jones Bould solicitors

Posted on: September 18, 2017 learning resource for lawyers and surveyors

Davitt Jones Bould, the specialist real estate law firm, has launched DJB Learning which is a new and free learning resource for legal and property professionals in order to achieve their CPD. The learning and development portal has information on a number of topics: Technical knowledge Real estate law, knowledge for surveyors, legal research skills, […]

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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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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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Key Account Management KAM – Managing key client meetings

Posted on: July 24, 2017 Managing key client meetings

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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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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