I saw a demonstration of PitchPoint software - a new pitch development system - by Andy Driskell of Iphelion. Module to make pitch data capture easy The demonstration started with the administration part of the system where fee-earners or business development team are tasked with a “to do” list to go Read More
I recently participated in a webinar on intercultural working presented by the Open University Business School (OUBS). The speakers included Dr Bjorn Claes, a senior lecturer in operations management, and Jeremy Roebuck of Grow Movement. Here are the main points: What is culture? Definitions vary from “how we make sense Read More
At a recent MBL seminar on “Developing and sustaining your private client practice” https://www.mblseminars.com/Outline?progid=5747&AddSeminarToBasket=1026988 a delegate said that while she found the day really good, she had so many ideas that she didn’t know where to start. So this blog post is for her. 1. Understand the numbers Make friends Read More
At a recent CLT course on “Business Development for Lawyers” I asked delegates (many of whom where insolvency experts) what they would most like as a follow up blog post. They asked for something that pulled everything together to make it easy for them to create a business development campaign. This is Read More
Intermediary and referrer management was the topic for a full day session at a recent MBL training event in London and also a recent conference session for international accountants in the CPAAI network in Amsterdam. Referrer and intermediary management is one of my key themes this year and I have Read More
