Accountants

Be more strategic: Top-down or bottom-up, marketing and sales integration and property marketing

In early December we welcomed 15 delegates to a PM Forum “Be more strategic” workshop. The delegate aims, views and key takeaways are shown below. The workshop covered strategic thinking, business strategy and marketing and business development (MBD) strategy. We looked at case studies from professional services firms. From the Read More

28th PM Forum Conference: Organisational culture, mentoring, digital distraction, ESG and client experience (2023)

For over 20 years I have attended and reported on the annual Professional Marketing conference. Sometimes I have also presented sessions. The latest conference was reported in the winter edition of PM Magazine. Thanks to editor Matt Baldwin for his assistance. The theme of the 28th conference this year was Read More

2023-11-24T09:58:30+00:00November 24, 2023|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing|

System review: CogniClick for instant, personalised research reports using AI

CogniClick is a nifty system (backed by an expert team) to enable you to conduct fast, quick polls and pulse surveys amongst your clients and stakeholders and to also develop maturity assessments and similar thought leadership content. It has the potential to transform client communications, fast-track the generation of research Read More

2023-10-25T17:39:36+01:00October 25, 2023|Accountants, Kim's Blog, Lawyers, Marketing|
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