I’ve assembled some further recent case studies showcasing the latest developments in professional services marketing. Brand and internal engagement feature heavily across them all. Signposts to earlier case studies are shown below. Marketing case studies: Sponsorship, brand campaigns and podcasts Albert Goodman (accountancy) – Sponsorship Devonshires (law) – Brand evolution Read More
With an imminent workshop on thought leadership for professional services marketers, I’ve pulled together some highlights of recent research, insights and tools. Thought leadership update: insights and tools. Meridian West thought leadership research - ATLAS (Advanced Thought Leadership Assessment) Meridian West’s report “Atlas: Six steps to navigate the future of thought 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”?. 60% of the delegates from law and accountancy firms (including those in the energy, financial, public sector, charities and education sectors) across UK were focused on KAM for Read More
This is an important book on building and managing complex B2B (business-to-business) relationships to support sales and selling. But rather than taking a broad view of the entire sales process, it concentrates on the systematic development of a complex web of stakeholder relationships across large and complex decision-making units. As Read More
This article appeared in PM Magazine (May 2026). Growth perspectives: Private equity and business development (Managing Partners' Forum Growth Conference 2026) As private equity accelerates across professional services, firms attending the Managing Partners’ Forum’s Professional Services Growth Conference faced a critical question: How do you turn investment into sustainable growth? Read More
