Accountancy

Accountancy marketing case study – Grant Thornton and Lexis® Interaction® aligning partner KPIs with business objectives

At the recent PM Forum conference, I picked up an accountancy marketing case study from technology suppliers there about the use of marketing technology by accountancy firm Grant Thornton. The Senior Executive – CRM, Marketing and Business Development talks about the use of the CRM solution amongst the 200 partners Read More

We’re all change managers in professional services

At a recent in-house training workshop on “Communication, conflict and negotiation” I explained about different personality, cognitive and relationship styles – and the mind set of fee-earning professionals. We considered how to adapt our approach so that we could create rapport and trust and forge strong relationships with fee-earners. This, Read More

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