I scan the media regularly to capture insights into the latest marketing and business development (BD) strategies and campaigns in professional services. Delegates on my public and inhouse training sessions often ask for case studies into what their peers and competitors are doing. Case studies allow you to compare and Read More
Former leaders have valuable lessons to share. Although by the time they have reflected, they have left the firm and it’s sometimes too late to pass on that those hard-won insights to the next generation of leaders. So this is the first in a series on lessons from former leaders. Read More
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
I had the pleasure of joining Chloe Christine of TBD marketing when she presented a training workshop on “Email marketing and automation” for PM Forum last week. Delegates (both those in general marketing/business development (MBD) roles and those specialising in client programmes, digital marketing and events) were from law and Read More
Here are the highlights from the recent PM Forum workshop on “Cross-selling and referrer management accelerator”. The delegates were mostly marketing and business development (MBD) managers – legal, accountancy and consultancy firms (one joined form Germany and another was a qualified lawyer). There was an even split between those focused Read More
