This article "30th PM Forum Conference – Beyond Boundaries and Breaking the Mould" was published in the November/December edition of PM Magazine - PM Forum - Thanks to editor Matt Baldwin. To mark the 30th Annual PM Forum Conference we shifted venues to the bright, modern Minster Building in the Read More
Having worked in professional services marketing (at legal, accountancy, property and consultancy firms) for almost three decades I have spent a lot of time working on cross-selling and referrer (referral) management initiatives. This includes internal referrals (cross-selling) and external referrals (both from existing clients and third party intermediaries). A recent Read More
PM Forum presented a webinar in July on “Mapping the client journey”. Although client journey mapping is a fundamental tool of most client experience management (CEM) programmes it was noted that only a handful of firms have embedded the process. Bertie Heppel of London and South East - PM Forum Read More
It was a full house for July’s “Be 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. Be more strategic – Strategy is about making choices. Strategy is about making Read More
What were the key themes arising at the recent PM Forum – PM Forum workshop on “Towards KAM and ABM: Helping fee-earners with client relationship management”?. 14 delegates from across the UK joined us – mostly from law firms. Some delegates were looking at establishing their first KAM programme whilst others were reigniting Read More
