I am often asked by clients to assist in enhancing their client service and client experience. Recently, I facilitated workshops for senior leadership teams where they wanted a) a briefing on the range of client service initiatives in professional services and b) help with deciding their priorities and strategy for Read More
With an imminent workshop on thought leadership for professional services marketers, I’ve pulled together some highlights of recent research, insights and tools. Thought leadership update: insights and tools. Meridian West thought leadership research - ATLAS (Advanced Thought Leadership Assessment) Meridian West’s report “Atlas: Six steps to navigate the future of thought Read More
What were the key themes arising at the recent PM Forum – PM Forum workshop on “Towards KAM and ABM: Helping fee-earners with client relationship management”?. 60% of the delegates from law and accountancy firms (including those in the energy, financial, public sector, charities and education sectors) across UK were focused on KAM for Read More
This article appeared in PM Magazine (May 2026). Growth perspectives: Private equity and business development (Managing Partners' Forum Growth Conference 2026) As private equity accelerates across professional services, firms attending the Managing Partners’ Forum’s Professional Services Growth Conference faced a critical question: How do you turn investment into sustainable growth? Read More
At the recent MBL workshop on “Pick up the phone – client service and sale opportunities for professionals” we looked at the role of telephone calls in sales and service, managing inbound calls and making outbound calls. There was debate about the role and value of automated and AI-generated telephone answering services. And Read More
