Just before Easter I spent a day facilitating the popular PM Forum training workshop “The Proactive M&BD Executive”. With a full house of marketing and business development executives from legal and accountancy firms across the UK it was an interactive, valuable and fun day (Thank you delegates for your spirited engagement Read More
Creativity is crucial for marketing and innovation and a while back I produced a series of introductory articles on creativity. In recent workshops we have explored the use of creativity techniques to resolve client service issues, co-create solutions and improve client relationships. This article reviews a few simple creativity techniques Read More
Last week I was joined by 18 delegates from solicitor, patent attorney, accountancy, surveying and consulting practices for PM Forum’s “Proactive Marketing Executive” full day workshop. The poll results and delegate comments are shown below. We cover a huge amount during the day: strategic marketing, operational marketing, managing campaigns, resource Read More
Many firms – particularly since the rapid digital transformation resulting from the Covid crisis – are focussing on improving the User Experience (Ux) and Client Experience Management (CEM). But there are always occasions when things don’t go to plan, errors are made, expectations are not met or there are delays Read More
Last week I had the pleasure of facilitating delegates from legal and accountancy firms in the PM Forum’s “Referral Management and Cross-Selling Accelerator” workshop. Here are the key points from the polls, break-out and discussion sessions with referrer management and cross-selling insights. I’ve also included a summary from a recent Read More
