Last week we had delegates from law and accountancy firms from all over the UK and Ireland (and also Cyprus) at another of the PM Forum’s popular workshops on “Being more strategic”. We looked at how to improve strategic thinking skills, understanding business strategy and developing marketing/business development strategies. We Read More
Last week I was joined by 18 delegates from solicitor, patent attorney, accountancy, surveying and consulting practices for PM Forum’s “Proactive Marketing Executive” full day workshop. The poll results and delegate comments are shown below. We cover a huge amount during the day: strategic marketing, operational marketing, managing campaigns, resource Read More
Last week I led another of MBL’s popular “How to manage and grow your private client practice” online (LearnLive) training sessions for a day. We covered a wide range of strategic, management, operational and business development topics. This article is for the benefit of the delegates who requested a summary Read More
Last week I facilitated a half day MBL telephone skills workshop titled “Pick up the phone! Client service and sales opportunities for professionals in the digital age”. Delegates included lawyers, property professionals, actuaries and risk management consultants. We considered both inbound calls (enquiry management) and outbound calls (proactive sales calls). Read More
At the recent MBL “Developing More Work from Referrers & Intermediaries” full day digital workshop what emerged from delegate discussions were three referrer management themes – Plans, Relationship and Communication. Agree targets and plans It became apparent early in the session that there was a need for different levels of Read More
