Marketing

Be more strategic – Strategy into Action (Strategy Implementation)

It was a full house for December’s “Being more strategic” PM Forum - PM Forum workshop for marketing and business development (MBD) professionals. During the session we considered three key areas: thinking strategically, business strategy and marketing/business development strategy. What emerged from exercises and discussions was how to progress from Read More

2024-12-20T12:17:53+00:00December 20, 2024|Kim's Blog, Marketing, Strategy|

Proactive Marketing and Business Development Executives – Engage and Educate

It was a full house at PM Forum’s   “Proactive Marketing and Business Development Executive” online full day workshop with 18 enthusiastic delegates. They asked lots of brilliant questions and generously shared their insights and experiences with each other. Some were new to their MBD roles while many were considering how Read More

2024-12-08T11:13:42+00:00December 8, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

Private Client – Vision, Leadership, Plan, Engagement and Delegation

Last week’s MBL workshop on “How to manage and grow your private client practice” saw 100% delegates highly satisfied with the course overall, 100% highly satisfied with the trainer (that’s me!) and 100% highly satisfied with the course materials. One delegate commented: “Thank you very much - lots of food Read More

2024-11-28T14:08:03+00:00November 28, 2024|Kim's Blog, Lawyers, Management Skills, Marketing, Social Media|

Referrer management: Diagnosis, Aims, Strategies and Action Planning

There were both lawyers (solicitors and barristers) and accountants at last week’s MBL LearnLive training session on “Developing More Work from Referrers & Intermediaries“. (Future dates: Kim Tasso - MBL Seminars). Their key interests – whether in fee-earning or business development roles - were working with external referrers and the Read More

2024-11-22T08:53:46+00:00November 22, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Strategy|
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