Business Development

Being more strategic – Six insights (Bias, Data, Complexity, Tolerance, Journey, Skills)

Earlier this week, Norton Rose kindly hosted another presentation of the PM Forum’s “Being more strategic” training session where 18 delegates from solicitors, barristers, accountancy, actuarial and property firms attended. As always, at the end I asked which topics resonated most with the delegates and these were the main insights: Read More

Marketing planning in a nutshell – Selecting a strategy

At last week’s “Marketing planning in a nutshell” workshop by Professional Marketing Forum http://www.pmforum.co.uk/training/ the delegates requested that I write a blog on selecting strategies. The first part of the session focused on the marketing audit – analysing internal and external sources of information in order to identify strengths, weakness, Read More

Referrer management – what do you do when you can’t reciprocate work referrals?

This year I have delivered a number of training courses – both publicly and in-house – on the topic of referrer and intermediary management for lawyers, accountants and surveyors. Whilst the training focuses on research, strategy, messaging and the importance of relationship building a common question is what do you Read More

2023-02-09T11:12:50+00:00December 30, 2015|Accountants, Kim's Blog, Lawyers, Property, Relationship Management|

Referrer and intermediary management – Internal information systems

At recent referrer and intermediary management training sessions the topic of information systems to was discussed. Whilst there is a host of excellent technology solutions available to larger firms, some within integrated accounts systems and others in standalone CRM systems, many professionals prefer to get the relevant behaviours established and Read More

2015-12-11T11:28:02+00:00December 11, 2015|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

Dear fee-earner, Love from Leeds: Why you should allow your marketing and business development team to help you to develop campaigns

I was delighted to be invited by the Yorkshire Committee of the PM Forum (http://www.pmforum.co.uk/)  to lead a lunchtime session (hosted by DLA Piper in Leeds and organised by Amit Champaneri) on planning and campaign management. I was even more delighted to find that over 50 folk turned up to hear Read More

2015-12-05T13:29:33+00:00December 5, 2015|Accountants, Kim's Blog, Lawyers, Marketing, Property, Selling, Strategy|
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