A recent MBL workshop on referrer management was attended by fee-earners and business development professionals from law and accountancy firms. The over-arching theme to emerge was to improve the knowledge we have about our referrer relationships. Considering the data, research, systems and habits we need for referrer relationships prompted one Read More
Having worked in professional services marketing (at legal, accountancy, property and consultancy firms) for almost three decades I have spent a lot of time working on cross-selling and referrer (referral) management initiatives. This includes internal referrals (cross-selling) and external referrals (both from existing clients and third party intermediaries). A recent Read More
It was a full house for July’s “Be more strategic” PM Forum – PM Forum workshop for marketing and business development (MBD) professionals. During the session we considered three key areas: thinking strategically, business strategy and marketing/business development strategy. Be more strategic – Strategy is about making choices. Strategy is about making Read More
At the recent MBL session on “Boost Your Confidence at Work – A toolbox for professionals” we explored a number of issues relating to confidence in the workplace – especially for those at the start of their career. Delegates included trainee solicitors and accountants as well as junior professionals in marketing and human Read More
At the recent PM Forum online workshop on “Campaigns, Thought Leadership and Project Management” there were 17 delegates from legal, accountancy and consultancy firms. There was much discussion and debate. This article contributes to the learning resources for those who attended. Reflecting on delegate feedback (see below) there are three themes emerging. Read More
