Accountancy marketing

Take them on the strategy journey

Last week we had delegates from law and accountancy firms from all over the UK and Ireland (and also Cyprus) at another of the PM Forum’s  popular workshops on “Being more strategic”. We looked at how to improve strategic thinking skills, understanding business strategy and developing marketing/business development strategies. We Read More

2021-09-19T13:48:31+01:00September 19, 2021|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|

Marketing and BD planning – Segmentation, Rock Stars and Engagement (Feb 2021)

Last week, delegates from large and small law firms and an engineering consultancy joined me for a “Marketing and Business Development Planning in a Nutshell” half day training workshop through the  Professional Marketing Forum. We covered a huge amount of material from marketing and business development basics, progressed step-by-step through the Read More

2021-04-01T17:42:58+01:00February 18, 2021|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|

Six themes on cross-selling and referrer management workshop highlights (2020)

Yesterday I facilitated an interactive workshop through the Professional Marketing Forum  on cross-selling and referrer management. I promised the delegates – representing a range of legal and accountancy practices – that I would summarise and share the key points arising from the session and the six themes to supplement their Read More

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