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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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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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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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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