At recent referrer and intermediary management training sessions the topic of information systems to was discussed. Whilst there is a host of excellent technology solutions available to larger firms, some within integrated accounts systems and others in standalone CRM systems, many professionals prefer to get the relevant behaviours established and Read More
I was delighted to be invited by the Yorkshire Committee of the PM Forum (http://www.pmforum.co.uk/) to lead a lunchtime session (hosted by DLA Piper in Leeds and organised by Amit Champaneri) on planning and campaign management. I was even more delighted to find that over 50 folk turned up to hear Read More
I’m frequently asked to help with the challenge of how to design a marketing and business development team in professional service firms that is fit for the future. I have developed a consultancy methodology for doing so. I recently used it to talk through the process with the director of Read More
Yesterday saw another successful training session for PM Forum with delegates from legal, accountancy and property firms at the “Practical and Professional Skills for marketing and business development assistants” http://www.pmforum.co.uk/training/ Summarising the discussion, here is a checklist of 25 practical and professional skills for marketing and business development assistants. Perception 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 on developing a marketing and business development campaign. This is a topic Read More
