How to Manage & Grow Your Private Client Practice

How to Manage & Grow Your Private Client Practice


16 May 2024

9:00 AM ‐ 5:00 PM

With a SmartPlan £288

With a Season Ticket £320

Standard price £640

All prices exclude VAT
Advanced: Requires substantial subject knowledge
6 hours
Group bookings
email us to discuss discounts for 5+ delegates


The legal market and client needs are changing. A more structured and proactive approach is needed to develop a thriving private client practice. Business management skills are required to analyse and plan. Operational skills in areas such as finance and human resources management too. Business development, marketing and relationship management play a vital role in growing your practice. This session - packed with examples from private client practices - will be particularly valuable for those stepping into management roles in their private client department.

This virtual classroom session takes you through the process with new ideas and food for thought.

What You Will Learn

This live and interactive session will cover the following:

  • Business management

    • Vision and leadership
    • The strategic process
    • Exercise: Mission and goal-setting
    • Leadership styles

    • Developing a business plan
    • Why you need a business plan
    • Exercise: External analysis and scenarios
    • Legal, regional and private client markets
    • Internal analysis
    • Change management

    • Operational management
    • Exercise: Operational challenges
    • Finance
    • People/HR strategies
    • Process and technology

  • Business development

    • Strategic marketing
    • Business development cycle
    • Identifying target markets
    • Exercise: Market mapping/personas
    • Developing services & pricing

    • Marketing communication and promotions
    • Exercise: Promotional methods
    • Advertising, PR and internal marketing
    • Digital marketing & social media campaigns

    • Selling and client/referrer relationships
    • Exercise: Selling and relationship challenges
    • Networking
    • Enquiry management/On-boarding
    • Client care and service
    • Clientology and relationship strategies

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.