My favourite session at each year’s PM Forum Annual Conference is the final plenary session where a panel of professional service clients are invited to give their view on the marketing and sales approaches that they receive and to answer questions from the floor. This year the panel comprised: - Read More
If I had a pound for every time a private client lawyer, accountant or surveyor said “We are targeting High Net Worth” clients I would be a very high net worth person myself! Whilst saying you are marketing professional services to High Net Worth clients sounds like a good strategy Read More
On 1st July I went along to the lovely riverside offices of Norton Rose in More London to help lead a discussion on the topic of cultivating a culture of relationship management for a group of senior marketers and HR practitioners from legal, property and accountancy firms at the Managing Read More
One of my legal clients produced a helpful update recently on the impact of Data Protection on digital marketing. Some of the key issues covered include: Collecting client data * You can only collect data if you have good reason to do so * Ensure clients are aware that you Read More
You need to take care with client care and relationship management. Long ago when I studied economics I was intrigued by the idea of satisificing – (combines satisfying and sufficing) a decision making strategy that attempts to meet the criteria for adequacy rather than an optimal solution. Others might think Read More
