I posted an overview article Cross-selling and referrer management – Past, present and future (September 2025) as I have many active client projects in this area – as I have for many years. Not long after, John Timperley | LinkedIn – a professional services marketing veteran who I have known Read More
Legal and accountancy firm delegates joined me for a MBL workshop on “The art and Science of Selling Professional Services”. We spent a significant amount of time exploring the various sales cycles in delegate firms – and how best to support fee-earners through complex (multiple players and decision makers) consultative Read More
There was a variety of delegates at a recent workshop by MBL on “Pitch Perfect – How to prepare and present winning pitches and tenders”. From trainees to partners, from beginners to marketing and business development experts, from private client to commercial services and from large and smaller firms. I’ve Read More
At a recent PM Forum workshop (Selling processes and sales skills for marketing and business development professionals (MBD)) delegates from legal and accountancy firms focused on improving the sales processes and skills at their firms. Some were from large firms and others were from smaller firms. Their firms varied in Read More
At the recent MBL workshop on “Pick up the phone – client service and sale opportunities for professionals” we looked at the role of telephone calls in sales and service, managing inbound calls and making outbound calls. One theme that arose was the delicate balance to be achieved during a Read More
