Gap analysis

Cross-selling and referrals – Listen, Focus and Proximity

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

2025-03-17T09:19:23+00:00March 17, 2025|Accountants, Kim's Blog, Lawyers, Marketing|

Take them on the strategy journey

Last week we had delegates from law and accountancy firms from all over the UK and Ireland (and also Cyprus) at another of the PM Forum’s  popular workshops on “Being more strategic”. We looked at how to improve strategic thinking skills, understanding business strategy and developing marketing/business development strategies. We Read More

2021-09-19T13:48:31+01:00September 19, 2021|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|
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