I’m frequently asked to help with the challenge of how to design a marketing and business development team in professional service firms that is fit for the future. I have developed a consultancy methodology for doing so. I recently used it to talk through the process with the director of Read More
I’m just back from a fabulous session with lots of marketers and business developers from law firms, accountants and wealth managers at the PM Forum training session on “Helping fee-earners prepare the perfect pitch”. Thank you Addleshaw Goddard for hosting the event – your breakfast and hospitality staff were amongst Read More
I saw a demonstration of PitchPoint software - a new pitch development system - by Andy Driskell of Iphelion. Module to make pitch data capture easy The demonstration started with the administration part of the system where fee-earners or business development team are tasked with a “to do” list to go Read More
I went along to the final session in the 2014 roadshow (which was held in London) to see what Conscious Solutions had identified as the top priorities for professional services marketing in a digital world. I joined the marketers’ stream which was really informative but also heard positive feedback from Read More
At the recent PM Forum conference, I picked up an accountancy marketing case study from technology suppliers there about the use of marketing technology by accountancy firm Grant Thornton. The Senior Executive – CRM, Marketing and Business Development talks about the use of the CRM solution amongst the 200 partners Read More
