Last week we had a full house at the PM Forum’s “Proactive Marketing and Business Development Executive” full day online workshop with delegates from across the UK (and one from Singapore). We covered a huge amount during the day. Reflection is a key part of learning and so here I Read More
At the recent MBL full day online workshop on “How to Manage & Grow Your Private Client Practice” with private client lawyers from across the UK, we discussed a variety of contemporary management and marketing issues. During the session there were a number of management questions from private client lawyers Read More
There were delegates from law, construction and surveying firms at MBL’s recent “How to prepare and present winning pitches and tenders” . Three key themes emerged on pitching and tendering – Focus, differentiation and less is more. Focus on the client One of the key themes was the need to Read More
The majority of delegates from legal, accountancy and consultancy firms at the recent PM Forum half day workshop on Practical and Professional Skills for M&BD Assistants were relatively new to their posts. Over 60% hadn’t studied marketing formally. Most were interested in learning how their careers might develop. So the Read More
It was a full house on the recent “Cross-selling and referrer management accelerator” workshop from PM Forum. There are lots of insights shared by delegates below. But I wanted to focus on cross-selling and referrer management – Expectations, Data and Focus. Expectations and Goals An effective cross-selling or referrer Read More
