Accountancy marketing

The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Just before Easter I spent a day facilitating the popular PM Forum training workshop “The Proactive M&BD Executive”. With a full house of marketing and business development executives from legal and accountancy firms across the UK it was an interactive, valuable and fun day (Thank you delegates for your spirited engagement Read More

2023-04-12T18:25:44+01:00April 12, 2023|Kim's Blog, Marketing, Social Media|

Future Marketing/BD Manager – Build resilience to avoid being overwhelmed

A key theme arising at the March PM Forum “Future Marketing/Business Development Manager”   (with delegates from legal, accountancy and consultancy firms) was about being overwhelmed. There were conversations about overwhelmed marketing/BD managers, overwhelmed M&BD teams and overwhelmed fee-earners. Often this was due to heavy and growing workloads – with Read More

2023-03-07T08:53:05+00:00March 7, 2023|Kim's Blog, Management Skills, Marketing|

Be more strategic – A metaphor: Analyse, join and align the dots

At the start of March, there was an online PM Forum workshop on “Being more strategic”. Delegates were from legal and accountancy firms with roles as varied as marketing, digital marketing, business development, PR and key accounts (executives, managers and a director). Below is a summary of the key themes Read More

2023-03-06T11:22:47+00:00March 6, 2023|Kim's Blog, Marketing, Strategy|

Marketing technology system review – Informanagement integrated content and distribution system for accountancy and legal firms

One of my accountancy clients alerted me to a provider of content (The content provider for accountancy firms - Informanagement) which also provides legal content to small and medium firms in The Netherlands. It also provides content to law firms in The Netherlands and is about to extend the service Read More

2023-02-22T15:30:48+00:00February 22, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Social Media, Web Sites|

Coaching and Consulting skills – Limiting beliefs, approaches to helping and marketing consultancy

At the start of February it was a full house of delegates from accountancy, law and consultancy firms (including from Hong Kong) at the PM Forum’s  “Coaching and Consulting skills for marketing and business development professionals”. Delegate views and poll results are shown below. Some key insights from the session: Read More

2024-03-19T12:00:29+00:00February 14, 2023|Kim's Blog, Management Skills, Marketing|
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