Client Experience Management (CEM) – Nine takeaways (Perspective, Emotions, Tension, Journeys, Involvement, Tangible, Systems, Technology, Process)

Client Experience Management (CEM) – Nine takeaways (Perspective, Emotions, Tension, Journeys, Involvement, Tangible, Systems, Technology, Process) Posted on: June 19, 2019

In April, the delegates at the Client Experience Management (CEM) workshop at Professional Marketing Forum https://www.pmforum.co.uk/training.aspx  identified the following nine takeaways: 1. Adopt the client’s perspective Whilst it is easy to see the business benefits of a Client Experience Management programme in terms of consistency of quality and care, it is critical to adopt the […]

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Commerciality – Finance, pricing, innovation and research

Commerciality – Finance, pricing, innovation and research Posted on: May 13, 2019

Earlier this year we ran the first “Commerciality – Finance, Pricing, Innovation and Research” workshop through Professional Marketing Forum. https://www.pmforum.co.uk/training.aspx.  I am delighted to report that the consensus was that it was a success (even though we have some tweaks to make to the timing for all the group exercises). Here are the highlights:  Aims […]

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Book Review: Malcolm McDonald on value propositions – How to develop them, how to quantify them (by Malcolm McDonald and Grant Oliver)

Malcolm McDonald on value propositions – How to develop them, how to quantify them Posted on: May 7, 2019

This book review of “Malcolm McDonald on value propositions – How to develop them, how to quantify them” appeared in the April 2019 edition of Professional Marketing magazine. https://www.pmforum.co.uk/pm-magazine/pm-magazine.aspx Like much of Malcolm McDonald’s superb work, this isn’t an easy read as the proposed approach is thorough and analytical. It will, however, appeal to those […]

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Writing tips for finding news stories, backstories and explainers

Posted on: April 29, 2019

When you are writing articles and blogs you usually focus on topical and newsworthy stories and developments. However, at a recent writing workshop we discussed the role of well-written pieces of explanatory material when they are used as backstories and explainers. So here are some writing tips for finding stories, backstories and explainers. Introducing stories, […]

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Legal marketing case study – Royds Withy King private client wealth proposition and new product Life Safe®

Legal marketing case study – Royds Withy King private client wealth proposition and new product Life Safe® Posted on: April 19, 2019

This post is based on an article in Professional Marketing magazine (March 2019) https://www.pmforum.co.uk/pm-magazine/pm-magazine.aspx which looked at a legal marketing case study for Royds Withy King private client wealth proposition. It was written by Robert Pinheiro, the firm’s Senior Marketing and CRM Manager. I was particularly pleased to see the firm’s success having worked with […]

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