With an imminent workshop on thought leadership for professional services marketers, I’ve pulled together some highlights of recent research, insights and tools. Thought leadership update: insights and tools. Meridian West thought leadership research - ATLAS (Advanced Thought Leadership Assessment) Meridian West’s report “Atlas: Six steps to navigate the future of thought Read More
This is an important book on building and managing complex B2B (business-to-business) relationships to support sales and selling. But rather than taking a broad view of the entire sales process, it concentrates on the systematic development of a complex web of stakeholder relationships across large and complex decision-making units. As Read More
Many firms are experimenting with and using AI to support efficient and effective development of bids, proposals and tenders. I last wrote about AI pitch automation at Arup and GHD in October 2025 Arup and GHD pitch automation and AI. And had considered how Bidwells used AI in producing case Read More
Last week I facilitated MBL’s workshop on “How to manage and grow your private client practice”. Amongst the delegates were newly-appointed partners and heads of Private Client departments. Almost every delegate left with the view that they needed to consider strategic issues, engage the team in those discussions and agree Read More
December’s “Be more strategic” PM Forum – PM Forum workshop for marketing and business development (MBD) professionals moved back to a full day format following feedback from previous delegates. Law and accountancy firms were represented on this session – during which there were various threads on strategy conversations. Promoting strategic conversations with Read More
