Probate Practitioner’s Handbook – Marketing wills, probate and other private client services

Posted on: January 6, 2011

The Sixth Edition of the Law Society’s Probate Practitioner’s Handbook finally arrived in the post today containing my updated chapter (pages 380 – 412) on marketing, selling and relationship management.

The chapter – which I have revised extensively in each edition since its original publication back in 1991 – is organised as follows:

  • Introduction
  • Understanding the basic principles of marketing
  • Analysing the present situation
  • Deciding what works for you
  • Agreeing strategy
  • Developing and implementing your plan

There is now some material – along with the other information on promotional techniques – about social media and selling.

As always, I must express my sincere thanks to those firms and lawyers who contributed case study material which really brings the material to life:

  • Boodle Hatfield (London)
  • Forshaw Davies Ridgway (North West)
  • Kaye Tesler (London)
  • Laytons (London)
  • Rix & Kay (Sussex)
  • Royds (London)
  • Russell-Cooke (London)
  • Seddons (London)
  • Sugdens (Huddersfield)

The book is available from the Law Society Bookshop (www.lawsociety.org.uk/bookshop) – £59.95. And although I am a contributor I don’t receive royalties!

For those that are interested, I will be discussing the subject – and the case studies – at a conference session for the CLT Private Client conference on Wednesday 29th June 2011.

Share This

Leave a Reply

Your email address will not be published. Required fields are marked *

Original branding by Matt Playford · A site by Fresh01