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
At the recent PM Forum training workshop on “Buy in, engagement and stakeholder management” there was much discussion about influence and persuasion. Delegates were from law and accountancy firms. I’ve pulled together many of the ideas on influence and persuasion to create a toolbox as an additional learning resource for Read More
Delegates from legal, accountancy and pensions firms attended last week’s “Selling Processes and Sales Skills for Marketing and BD Professionals” workshop by PM Forum. We explored the processes supporting complex sales cycles. A key theme was educating fee-earners – especially to manage expectations about the length of the sales cycle Read More
At the PM Forum’s Marketing and Business Development (MBD) Assistants training session last week there was much talk about career progression. I’ve focused on a few topics: how we are perceived, the attraction of variety in roles, event management and MBD career specialisation. This article supplements the learning resources for Read More
At the recent “Developing more work from referrers and intermediaries” MBL workshop Kim Tasso - MBL Seminars, delegates from legal, accountancy and financial firms tackled the different levels of planning required to design and implement effective referrer management strategies. Referrer Management Strategies – Planning for the firm, teams and individuals. Read More
