Here are highlights from the recent PM Forum workshop on “Cross-selling and referrer management accelerator”. We acknowledged that there was no one “right way” to enhance cross-selling and referrer management. Each firm starts from a different place, has varying access to information and may have different goals. There was recognition that it Read More
The 2026 Annual Strategy and Marketing Benchmark is always eagerly anticipated by the professional marketing community at Home - PM Forum. The 14th report was presented by Alastair Beddow | LinkedIn (MD of Home - Meridian West). Charlotte Green | LinkedIn (Head of Clients and Markets at Gowling WLG) chaired Read More
Following the recent compilations of case studies for law firms (Marketing and Business Development (MBD) law firm case studies) and accountancy firms (Marketing and Business Development (MBD) accountancy firm case studies), here are some from property and real estate firms. Marketing and Business Development (MBD) property firm case studies (2024-2025). Read More
I’ve been remiss in collating recent marketing and business development case studies. The last batch I published was Marketing and BD case studies in legal, accountancy, consultancy (April 2024) and Marketing case studies – Digital thought leadership campaigns (February 2025). So here is a bumper edition which serves as a Read More
A recent MBL workshop on referrer management was attended by fee-earners and business development professionals from law and accountancy firms. The over-arching theme to emerge was to improve the knowledge we have about our referrer relationships. Considering the data, research, systems and habits we need for referrer relationships prompted one Read More
