At the recent PM Forum - PM Forum workshop on “Towards KAM and ABM: Helping fee-earners with client relationship management” we were joined by delegates from across the UK in legal, accountancy, actuarial and engineering firms. I’ve summarised the delegate aims, poll results and key takeaways below as an addition Read More
I scan the media regularly to capture insights into the latest marketing and business development (BD) strategies and campaigns in professional services. Delegates on my public and inhouse training sessions often ask for case studies into what their peers and competitors are doing. Case studies allow you to compare and Read More
At the end of January, I attended a PM Forum (with Icon and Managing Partners Forum) webinar where Alastair Beddow | LinkedIn of Meridian West presented the latest international benchmark results. In its 12th year – it obtains the opinions of around 100 CMOs from professional service firms. The panel Read More
At training workshops, people often ask me for case studies of successful marketing and business development strategies and campaigns at professional services firms. Both to support their competitor analysis and to see what good strategies and campaigns look like. I scour publications and awards to pick up as many as Read More
I presented a methodology to design marketing and BD team structures in November 2015 . Some of the points raised then remain the same, whilst new market conditions bring additional components into the equation. Here I review recent developments and look at some case studies of how M&BD teams are Read More
