This article was published in March 2024 in The Law Society’s Private Client Solicitor publication. Content is usually reserved for members but this version is available to all Tricks of the trade | Feature | Communities - The Law Society. A three-tier approach to private client marketing Tricks of the Read More
Here are the highlights from the recent PM Forum workshop on “Cross-selling and referrer management accelerator”. The delegates were mostly marketing and business development (MBD) managers – legal, accountancy and consultancy firms (one joined form Germany and another was a qualified lawyer). There was an even split between those focused Read More
We were joined by delegates from legal, accountancy and consultancy firms for PM Forum’s “Cross-selling and referrer management accelerator” workshop earlier in March. A summary of delegate discussion topics and poll results are shown below to add to the learning resources from the session. While we discussed various tools and Read More
