18 delegates from law, accountancy and property firms joined me at the June PM Forum workshop on Key Account Management (KAM) and Account Based Marketing (ABM). The focus was on supporting fee-earners with client relationship management in KAM and ABM programmes at a firm-wide or client level. I’ve summarised Six Read More
I review a lot of books by people I don’t know. So it’s gratifying to read books by people I do know – and who also happen to be clients. Paul Sams and Louise Uphill at Dutton Gregory solicitors on the impact of Covid-19 on residential property, equity release and Read More
The 18 delegates at the April PM Forum day workshop on “The Proactive Marketing and Business Development Executive” were evenly split between legal and accountancy firms with a slight majority from law firms. Throughout the day there was lots of interaction through polls, break out exercises and discussion. Here I Read More
Last week I had the pleasure of facilitating delegates from legal and accountancy firms in the PM Forum’s “Referral Management and Cross-Selling Accelerator” workshop. Here are the key points from the polls, break-out and discussion sessions with referrer management and cross-selling insights. I’ve also included a summary from a recent Read More
This article summarises the key points from a recent presentation I prepared on Leadership: Dealing with resistance to change. Everyone made enormous changes during the Covid19 crisis – seemingly with little resistance. But as we emerge from the crisis and professional service firms attempt to maintain the fast pace of Read More
