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
Client listening, research and insight are the lifeblood of professional services marketing. Because marketing is about anticipating and meeting client needs profitably. And client research is required for just about everything including: needs analysis, strategic planning, marketing planning, branding, key account management (KAM), targeting, service delivery, client experience management, pitching Read More
Alastair and Samantha of Optix Solutions delivered a comprehensive and thought-provoking PM Forum training session. Delegates appreciated the provocative food for thought to make more proactive use of AI in their marketing and business development teams and activities. Opportunities quickly become threats so the need to get a handle on Read More
The PM Forum Proactive Marketing Executive workshop has been running successfully for many years. We update the content regularly to reflect the changes taking place in marketing, digital marketing, the professions and the world at large. We cover a wide range of topics on strategic marketing, tactical marketing as well Read More
As a consultant, I try to keep up with developments in marketing related systems that are used by lawyers, accountants, surveyors, agents and others in the professions. I have recommended Concep to a number of firms in the past to manage their central email campaigns, but last week I went Read More
