It was great to welcome the Optix Solutions team to deliver its first online training session for PM Forum on 4th September. This new session “Creating a Leading Digital Marketing Strategy” guided delegates through the process of creating and implementing a digital marketing strategy. It comprised three elements: a) digital Read More
At the recent “Developing more work from referrers and intermediaries” MBL workshop Kim Tasso - MBL Seminars, delegates from legal, accountancy and financial firms tackled the different levels of planning required to design and implement effective referrer management strategies. Referrer Management Strategies – Planning for the firm, teams and individuals. Read More
At this month’s PM Forum - PM Forum online workshop on “Campaigns, thought leadership and project management” we explored the three topics from a strategic (why) rather than a tactical (how) perspective. 50% of the delegates were from law firms with others from accountancy and consulting practices. There was an Read More
In June, Sholto Lindsay-Smith (founding director of International brand and business consultancy (industrybranding.com)) presented a new PM Forum - PM Forum training session on “Build your brand advantage”. Sholto has worked with many professional services firms including: Bidwells, Birketts, Cluttons, Jackson Lees, JLL, Nexia and Stephenson Harwood. Delegates from law, Read More
At the May MBL workshop on “Managing and Growing your Private Client Practice”, private client leaders from England, Scotland and Northern Ireland considered how to balance their day-to-day operational and longer term strategic management responsibilities. This post supplements the learning resources shared at the session. Private client leaders balance operational and Read More
