Marketing That Wins Work - Practical Strategies for Smaller & Mid-Sized Firms

Introduction

Many professional services firms know they need more marketing, but they are unsure where to start, what to prioritise, or how to make it feel manageable alongside busy client work.

This new virtual classroom seminar is designed for small to mid-sized firms in accounting, law, tax, and advisory work who want to sharpen their visibility, improve business development and drive more of the right work into the pipeline.

Presented by Mary Cloonan, a senior marketing advisor with over 20 years' experience in professional services, this practical session will offer realistic, proven techniques that firms can use immediately, particularly when resources are tight.

The focus is not on branding or brochures, but on what works day to day - this session will offer guidance on strengthening your message, improving your LinkedIn presence, unlocking referrals, and building simple routines that support revenue growth.

Whether you are a partner trying to lead growth from the front or a senior manager tasked with marketing, this session will provide you with clarity, tools, and a few valuable shortcuts.

The content is relevant for firms across the UK and Ireland, including those in regional markets looking to improve visibility without a large marketing team or budget.

What You Will Learn

This live and interactive session will cover the following:

• How to view marketing as a commercial discipline, not a creative or ‘optional’ function
• The three core pillars that underpin marketing for growth in firms are markets, clients, and people
• How to strengthen your firm’s visibility in priority sectors using content, case studies, and testimonials
• Why LinkedIn matters more than ever and how to optimise your personal and firm profile to support business development
• Tips for building a simple routine that does not feel overwhelming or sales-driven
• Real-world examples of what works (and what does not) in smaller accountancy and advisory practices
• How to align marketing messages and materials with the firm’s fee targets and strategic priorities
• What to stop doing and how to avoid common timewasters
• How to get buy-in from the wider team so that marketing becomes a shared responsibility
• A quarterly planning framework that supports consistency without overloading internal resources

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.