M&BD teams

MBD Assistants – Perception, variety, events and specialising for career progression

At the PM Forum’s Marketing and Business Development (MBD) Assistants training session last week there was much talk about career progression. I’ve focused on a few topics: how we are perceived, the attraction of variety in roles, event management and MBD career specialisation. This article supplements the learning resources for Read More

2024-09-25T19:40:39+01:00September 25, 2024|Kim's Blog, Marketing|

Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

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

2023-04-17T12:36:03+01:00April 17, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback

This article was published in the latest edition of PM Forum Magazine. PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback. The event took place on September 29th 2022. After two years online, you could feel the excitement of being face-to-face with 150 people in Read More

2022-11-18T16:43:51+00:00November 18, 2022|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

Avoid the revolving door – Recruiting and retaining marketing and business development professionals in PSFs

The Great Resignation arrived somewhat early in the marketing and business development (M&BD) teams of professional services firms (PSF) after Covid. There was a dizzying whirl of junior and senior professionals moving firms – some pushed by the behaviour of firms during lockdown and others pulled to the attractions of Read More

2023-03-28T09:11:48+01:00August 18, 2022|Kim's Blog, Management Skills, Marketing|

Five questions from a campaign, thought leadership and project management workshop

At last week’s campaigns workshop for PM Forum training  we had a full house of delegates with a rare balance between legal, accountancy/actuarial, property/engineering and consultancy firms. This article summarises the key themes emerging and contributes to the learning resources pack of the delegates. Five questions from a campaign, thought Read More

2022-06-27T09:21:28+01:00June 27, 2022|Kim's Blog, Marketing, Relationship Management, Selling, Strategy|
Go to Top