Book review: Professional services leadership handbook by Nigel Clark, Ben Kent, Alastair Beddow and Adrian Furner

Posted on: October 31, 2018 Professional services leadership handbook

The Professional services leadership handbook (subtitled “How to lead a professional services firm in a new age of competitive disruption”) was published in 2017 and it has taken a while to read and digest the contents and write this review. Professional services leadership is an important topic and the book contains a huge amount of […]

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Key Account Management (KAM) – Top 10 tips for designing and implementing a KAM programme

Posted on: August 25, 2018 designing and implementing a KAM programme

Delegates (representing experts and beginners from law firms, accountancy practices, technology consultants and actuaries) at a recent training session by http://www.pmforum.co.uk/training.aspx on Key Account Management (KAM) selected the following top 10 tips for designing and implementing a KAM programme in a professional services firm. Designing the Key Account Management (KAM) programme 1. Adopt a long […]

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A personal approach to cross-selling

Posted on: August 2, 2018 A personal approach to cross-selling

In my blog posts about referrer management and cross-selling, I usually tackle the subject from a firm-wide perspective – goals, strategy, planning, change management, systems, information, rewards and measurement. But many lawyers, accountants and surveyors – especially those at the early stages of their career – ask me what they can do personally to support […]

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Strategy silos – is marketing guilty too? Align, integrate, focus, educate and champion

Posted on: July 18, 2018 Strategy silos – is marketing guilty too? Align, integrate, focus, educate and champion

A short while ago, I travelled to Birmingham for a West Midlands Professional Marketing Forum  meeting to talk about “Towards strategic marketing”. Yesterday, I presented at a professional services conference in Sussex (organised by Consortium  and supported by CIM) and presented on a similar topic. Whereas we often consider our lawyers, accountants and surveyors to work in silos I […]

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Accountancy marketing case study – Manufacturing and engineering benchmarking thought leadership at MHA

Posted on: June 8, 2018 Accountancy marketing case study – Manufacturing and engineering benchmarking thought leadership at MHA

I’m always on the lookout for great marketing and communications campaigns and I found an excellent sector initiative by a UK wide accountancy association – Manufacturing and engineering benchmarking thought leadership at MHA. It’s a good accountancy marketing case study. The main research publication is the annual report (the latest is for 2017/2018 but it […]

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