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Strategic Marketing for IPs

Where is your insolvency practice’s next client coming from? This course introduces the fundamentals of marketing, including the practicalities of developing a marketing plan.


Where is your next client coming from? How will businesses and individuals know to turn to you as an insolvency practitioner if they run into financial difficulty? In an increasingly competitive environment, all insolvency practices need to market their services proactively, not only to inform and attract new clients, but also to maintain and develop relationships with intermediaries.

Over two half day sessions, this course will introduce the fundamentals of marketing, including the practicalities of developing and implementing a focused marketing action plan, set in the context of the Insolvency Code of Ethics’ advertising requirements and the relevant Advertising Standards Authority Guidance. 

CPD Learning Outcomes

You will learn how to:

  • Use key concepts in marketing.
  • Structure and devise a strategic marketing plan for your business.
  • Use market research techniques to generate insight and understand what clients want.
  • Segment your client base, select the best targets for your business, then position your brand accordingly.
  • Consider how customer journeys may influence your marketing decisions.
  • Choose between the different marketing options, channels and activities available, and use them effectively.
  • Achieve marketing impact with your services and how you deliver them.
  • Develop your marketing budget.
  • Evaluate and measure progress.

Who Should Attend

Insolvency practice owners and anyone with responsibility for marketing and the performance of their business.


David Wallace

David’s training courses are based on over 25 years’ experience in developing and implementing successful marketing strategies in many sectors, including professional services. As well as having held management positions with Sony, The Royal Bank of Scotland, and Shepherd & Wedderburn, he has managed consulting projects for organisations ranging from ambitious start-ups to international corporates. He established his marketing research, strategy and training business, Wallace Marketing, in 2006.

A Fellow of the Chartered Institute of Marketing, David has an MBA from London Business School. His teaching experience includes being an adjunct marketing lecturer at Heriot-Watt University and an associate trainer at Edinburgh College. His track record includes the Grand Prix in the Royal Mail Scottish Marketing Awards and being voted Marketing Director of the Year in the UK Legal Marketing Awards.

Wallace Marketing 



Two Half Day Sessions: £310 + VAT per person

50% reduction for third delegate booking the course.

What our clients say

"Well presented, friendly, relevant and different to other courses available"

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