Accountancy marketing

Assertiveness toolbox

The “Assertiveness, effectiveness and impact” Home - PM Forum training workshop was lively. Thanks to the delegates from legal, accountancy, private equity, insolvency and engineering firms from across the UK. Amongst their sector were: social housing, charities/NFP, real estate and oil & gas. Assertiveness is the extent to which you Read More

2025-05-16T07:58:59+01:00May 16, 2025|Kim's Blog, Marketing, Relationship Management|

Cross-selling and referrals – Listen, Focus and Proximity

I thought you might appreciate some highlights from the recent PM Forum workshop “Cross-selling and referrer management accelerator”. Delegates represented real estate, litigation, social housing, accountancy and insolvency teams. They variously targeted commercial organisations, professional practices and private client markets - some internationally. Some had sophisticated and established referral programmes whilst others Read More

2025-03-17T09:19:23+00:00March 17, 2025|Accountants, Kim's Blog, Lawyers, Marketing|
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