Release time to become a more proactive Marketing and Business Development Executive (November 2022)

It was a full house at November’s PM Forum workshop for Proactive Marketing and Business Development Executives. Delegates were from large and medium sized legal, intellectual property, accountancy, actuarial, pension and consultancy firms – from the UK but also from the Channel Islands and Portugal – with some supporting up Read More

2022-12-02T10:47:56+00:00December 2, 2022|Kim's Blog, Marketing|

PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback

This article was published in the latest edition of PM Forum Magazine. PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback. The event took place on September 29th 2022. After two years online, you could feel the excitement of being face-to-face with 150 people in Read More

2022-11-18T16:43:51+00:00November 18, 2022|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

Nine insights: Sales processes and selling skills for targeting and meetings

Last week, we welcomed UK and international delegates to a PM Forum digital workshop on “Selling Processes and Sales Skills for Marketing and BD Professionals”. There were equal numbers of delegates from law and accountancy firms who had various roles: business development, pitching, key client management, cross-selling and external referrer Read More

2022-10-24T10:03:34+01:00October 24, 2022|Accountants, Kim's Blog, Lawyers, Relationship Management, Selling|

Telephone skills: Anxiety, voice, etiquette and the client experience

At a recent MBL workshop “Pick up the phone! Client service and sales opportunities for professionals in the digital age” some key issues emerged: Telephone skills: Anxiety, voice, etiquette and the client experience. Anxiety around picking up the phone Delegates reported that they observed that there was more nervousness and Read More

2022-09-22T13:24:12+01:00September 22, 2022|Kim's Blog, Marketing, Selling|
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