Compliance

AI’s impact on bids and pricing in professional services (value propositions)

PM Forum’s June webinar resonated. Neetu Sawhney (Head of Pitching, Herbert Smith Freehills Framer) moderated a panel including Tadé Bola (New Business Team Lead at Latham & Watkins), Alan Donninger (Pricing Manager, GenAi and technology) and Ray Meiring (CEO and co-founder QorusDocs) on AI’s impact on bids and pricing in Read More

2026-08-24T09:32:01+01:00August 24, 2026|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Property, Selling|

Marketing and Business Development Assistants – Event management

At the recent PM Forum training workshop “Practical and Professional Skills for Marketing and Business Development (MBD) Assistants” we talked about many strategic and operational marketing and business development activities. But there was a particular interest in event management as a crucial element of many MBD campaigns. We explored event management best practice, Read More

Private Client – Strategic and Operational Plans

Last week I facilitated MBL’s  workshop on “How to manage and grow your private client practice”. Amongst the delegates were newly-appointed partners and heads of Private Client departments. Almost every delegate left with the view that they needed to consider strategic issues, engage the team in those discussions and agree Read More

Growing a profitable surveying practice – Key insights and actions

Last week I led an intensive and experiential MBL workshop on “Managing and Marketing a Profitable Surveyors Practice” (Kim Tasso - MBL Seminars). Delegates from medium-sized practices covered both commercial and residential sectors and their services included: strategic advisory, valuations, building surveying, dilapidations, town planning, agency, development, Landlord & Tenant, Read More

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