Strategic thinking – It’s a jungle out there

Posted on: February 23, 2021 Strategic thinking – It’s a jungle out there

On 17 February I had the pleasure of facilitating a sold-out workshop on “Being more strategic” for the PM Forum. There were delegates from large and small law firms, patent attorneys, accountants, actuaries and management consultants. This is a summary of the session which I promised I’d share with the delegates to add to their […]

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Marketing and BD planning – Segmentation, Rock Stars and Engagement (Feb 2021)

Posted on: February 18, 2021 Marketing and BD planning – Segmentation, Rock Stars and Engagement (Feb 2021)

Last week, delegates from large and small law firms and an engineering consultancy joined me for a “Marketing and Business Development Planning in a Nutshell” half day training workshop through the  Professional Marketing Forum. We covered a huge amount of material from marketing and business development basics, progressed step-by-step through the M&BD planning process and explored […]

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Key takeaways from “How to manage and grow your private client practice” (Feb 2020)

Posted on: December 30, 2020 Key takeaways from “How to manage and grow your private client practice” (Feb 2020)

I’m making the final preparations for the first online presentation of the popular “How to manage and grow your private client practice” which takes place on 11th January 2021. I’m updating everything to reflect the lessons learned as we adapted to the Covid pandemic and highlighting some recent private client campaigns. As I do so, […]

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Highlights from a referrer management workshop (2020)

Posted on: December 22, 2020 Highlights from a referrer management workshop (2020)

It was great to see so many people on the December digital presentation of the popular MBL “Developing more work from referrers and intermediaries” workshop – there were representatives from law, accountancy, insolvency and engineering firms. Here are the highlights from a referrer management workshop. Amongst the aims of the delegates were: To develop a […]

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Proactive Marketing/BD Executive (Oct 2020) – Session highlights

Posted on: October 6, 2020 Proactive Marketing/BD Executive (Oct 2020) – Session highlights

At the Professional Marketing Forum, we ran our first digital version of the popular full day “Proactive Marketing/BD Executive” training workshop at the start of October. We were over-subscribed so will be looking at further dates soon (please contact PM Forum if you are keen to know in advance). This article summarises the main discussion […]

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