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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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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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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Client relationship management (CRM) – How many close relationships can you manage?

Posted on: May 8, 2017 Client relationship management (CRM)

Client relationship management (CRM) remains topical. At a recent MBL course on “Getting more work from referrers and intermediaries”  I was asked about the number of relationships that any one professional could expect to manage successfully. Relationship marketing is the primary method of business development in many professional service firms – both those providing commercial […]

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