Communications

Campaigns, thought leadership and project management – People, Planning and AI

At the recent PM Forum  online workshop on “Campaigns, Thought Leadership and Project Management” there were 17 delegates from legal, accountancy and consultancy firms. There was much discussion and debate. This article contributes to the learning resources for those who attended. Reflecting on delegate feedback (see below) there are three themes emerging. Read More

2025-07-14T09:24:02+01:00July 14, 2025|Accountants, Kim's Blog, Lawyers, Marketing|

The Art of Listening

PM Forum Canada presented a fantastic webinar on the art of listening. I was really impressed with the book by Kate Murphy You’re not listening – What you’re missing and this session was equally illuminating.  The session – attended by over 200 delegates - provided insights into how to listen Read More

Aims of Marketing and BD (MBD) Assistants: Knowledge, specialisation, decision-making processes and relationships

At the PM Forum - PM Forum “Professional and Practical Skills for Marketing and Business Development (MBD) Assistants” training workshop last week we welcomed delegates from legal and accountancy firms in London, the Midlands and the North of England. Over half had formally studied MBD. 21% felt that they would Read More

2025-04-17T15:34:32+01:00April 17, 2025|Kim's Blog, Marketing|

Cross-selling and referrals – Listen, Focus and Proximity

I thought you might appreciate some highlights from the recent PM Forum workshop “Cross-selling and referrer management accelerator”. Delegates represented real estate, litigation, social housing, accountancy and insolvency teams. They variously targeted commercial organisations, professional practices and private client markets - some internationally. Some had sophisticated and established referral programmes whilst others Read More

2025-03-17T09:19:23+00:00March 17, 2025|Accountants, Kim's Blog, Lawyers, Marketing|
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