Alastair and Samantha of Optix Solutions delivered a comprehensive and thought-provoking PM Forum training session. Delegates appreciated the provocative food for thought to make more proactive use of AI in their marketing and business development teams and activities. Opportunities quickly become threats so the need to get a handle on Read More
A few top insights from last week’s full day training session by PM Forum. The session covered a lot of ground including: management skills, strategic thinking, financial scenarios, marketing and business development (MBD) theories, developing MBD plans, soft skills, gaining internal buy-in and managing a team. I pick a couple Read More
Following the success of Being more strategic - Case studies and insights (Ireland May 2023) (kimtasso.com) last year, I was invited back to Dublin earlier this month. The topic of the half day training session was “Becoming a proactive marketing and business development (MBD) executive” which was tailored by the Read More
I posted this on LinkedIn on 13th September. It received such a warm and enthusiastic response that it was suggested we consider a series highlighting the giants of professional services marketing and business development. So here’s the spotlight on Richard Chaplin, PM Forum and Managing Partners’ Forum. What’s the longest Read More
Last week I facilitated MBL’s full day training session on “Developing more work from referrers and intermediaries”. Delegates were from legal, accountancy and insolvency firms – both M&BD teams and fee-earners. The main takeaways for the delegates can be summarised with the following themes: Referrer management – Grading, Research, Discipline, Read More
