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
I’ve been remiss in collating recent marketing and business development case studies. The last batch I published was Marketing and BD case studies in legal, accountancy, consultancy (April 2024) and Marketing case studies – Digital thought leadership campaigns (February 2025). So here is a bumper edition which serves as a Read More
There was a variety of delegates at a recent workshop by MBL on “Pitch Perfect – How to prepare and present winning pitches and tenders”. From trainees to partners, from beginners to marketing and business development experts, from private client to commercial services and from large and smaller firms. I’ve Read More
It was a full house for July’s “Be more strategic” PM Forum – PM Forum workshop for marketing and business development (MBD) professionals. During the session we considered three key areas: thinking strategically, business strategy and marketing/business development strategy. Be more strategic – Strategy is about making choices. Strategy is about making Read More
