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

Introduction

Many professional services firms know they need to do more marketing but are unsure where to start, what to prioritise or how to fit it around busy client work.

This practical webinar is designed for smaller and mid-sized firms in accounting, law, tax and advisory work that want to improve their visibility, strengthen client relationships and attract more of the right work.

Presented by Mary Cloonan, a senior marketing advisor with over 20 years’ experience in professional services, the webinar will explore realistic approaches that firms can put into practice, particularly when time and resources are limited.

Focusing on three core areas - people, clients and markets - the webinar will explain how to involve busy fee earners, recognise opportunities within existing relationships and make your firm easier for prospective clients to find and choose.

Whether you are a partner leading growth or a director or manager with responsibility for marketing and business development, this webinar will help you focus your efforts and build a manageable routine that supports your firm’s commercial priorities.

It is relevant to firms across the UK and Ireland, including those in regional markets without a large marketing team or budget.

What You Will Learn

This webinar will cover the following:

• How clients choose a professional adviser and how to make your firm easier to find
• How to focus your marketing efforts across three core areas: people, clients and markets
• How to involve busy partners, directors and managers in marketing and business development
• How to identify growth opportunities within existing client relationships and turn them into action
• How to encourage referrals and use client feedback to strengthen relationships
• How to strengthen your firm’s visibility in priority sectors using relevant content and credible case examples
• How to improve your LinkedIn presence to support business development
• A simple quarterly planning framework that aligns marketing with your firm’s commercial priorities and fits around busy client work
• What to stop doing and how to avoid common timewasters
• How AI is changing the way prospective clients research firms, and how to use it sensibly to support your own marketing
• Practical actions to help you get started in the first month