Accountancy firms

Key Insights from the AI in Marketing training by Optix at PM Forum

Alastair and Samantha of Optix Solutions delivered a comprehensive and thought-provoking PM Forum training session. Delegates appreciated the provocative food for thought to make more proactive use of AI in their marketing and business development teams and activities. Opportunities quickly become threats so the need to get a handle on Read More

2024-09-18T09:02:22+01:00September 18, 2024|Kim's Blog, Marketing|

Confidence – How to get a word in when people keep talking (meeting skills)

This article was prompted by a recent MBL workshop  on “Boosting your confidence at work” with over 20 delegates from law practices, financial services as well as accountancy, surveying and consultancy firms. During our discussion on presence and visibility in the workplace, a delegate asked what they could do when Read More

2024-07-17T11:57:47+01:00July 17, 2024|Kim's Blog, Management Skills, Relationship Management|

Campaigns, thought leadership and project management – 18 ways to stretch MBD resources

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

2024-06-24T09:39:13+01:00June 24, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|

A three-tier approach to private client marketing

This article was published in March 2024 in The Law Society’s Private Client Solicitor publication. Content is usually reserved for members but this version is available to all Tricks of the trade | Feature | Communities - The Law Society. A three-tier approach to private client marketing Tricks of the Read More

2024-10-28T15:08:45+00:00May 9, 2024|Kim's Blog, Lawyers, Marketing, Strategy|
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