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
At the 30th Annual PM Forum Conference, Elliot Moss | LinkedIn shared law firm Mishcon de Reya’s growth story leveraging strategy, brand and advertising (see 30th PM Forum Conference – Beyond Boundaries). His humility was touching – considering he is widely considered the poster boy of professional services marketing. Our Read More
I joined a new PM Forum - PM Forum workshop on “How to choose, set up and manage a CRM system” facilitated by (2) Simon McNidder | LinkedIn. Simon has spent many years working in accountancy firms (e.g. PWC) and law firms (e.g. Pinsent Masons – which won two awards Read More
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
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
