At a recent business conversation skills session, private client and family lawyers asked about the nature of commercial conversations with individual clients (as opposed to business clients). These private clients are often high net worth (or ultra high net worth). So here are some thoughts on private client commercial conversations. Read More
At the end of January, I attended a PM Forum (with Icon and Managing Partners Forum) webinar where Alastair Beddow | LinkedIn of Meridian West presented the latest international benchmark results. In its 12th year – it obtains the opinions of around 100 CMOs from professional service firms. The panel Read More
I regularly scan the media for information relevant to professional services benchmarks and market updates. I share some of my findings to support marketers who are conducting PESTLE, competitor and commercial analyses. Here is a professional services benchmark from Unit4 and some data on the accountancy profession. Professional Services – Read More
To support my training courses and workshops, I keep an eye out for interesting marketing and business development case studies. Today I summarise professional services marketing/BD case studies - Moore Kingston Smith, Mazars, Fladgate, Travers Smith, Mills & Reeve. There are case studies of thought leadership, branding, pricing and strategy. Read More
At the start of June I had the pleasure of leading PM Forum’s “Towards KAM (and ABM) – Helping fee-earners with client relationship management” online workshop. Delegates were from legal and accountancy firms in the UK, Channel Islands, Germany and United Arab Emirates. We covered a lot of material in Read More
