Personas

Private Client – Strategic and Operational Plans

Last week I facilitated MBL’s  workshop on “How to manage and grow your private client practice”. Amongst the delegates were newly-appointed partners and heads of Private Client departments. Almost every delegate left with the view that they needed to consider strategic issues, engage the team in those discussions and agree Read More

Art and science of selling – Plan for different sales journeys and processes

Legal and accountancy firm delegates joined me for a MBL workshop on “The art and Science of Selling Professional Services”.  We spent a significant amount of time exploring the various sales cycles in delegate firms – and how best to support fee-earners through complex (multiple players and decision makers) consultative Read More

Planning Digital Marketing Campaigns and Content Strategy

Whilst recovering from a seasonal cold, Chloe Cristine  of TBD Marketing  presented her latest digital marketing training workshop for PM Forum on “Planning Digital Marketing Campaigns and Content Strategy”. Also included below is a summary of a webinar on the same topic hosted by Ireland - PM Forum by Emma Read More

2024-11-12T10:05:49+00:00November 12, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Social Media, Strategy, Web Sites|

How to create a digital marketing strategy in a professional services firm

It was great to welcome the Optix Solutions team to deliver its first online training session for PM Forum  on 4th September. This new session “Creating a Leading Digital Marketing Strategy” guided delegates through the process of creating and implementing a digital marketing strategy. It comprised three elements: a) digital Read More

Persuasive writing checklist

Delegates from legal, financial service and industry, joined me last week for a full day workshop on persuasive writing. Whilst it is usual to have business development professionals and experienced partners on this session, it was great to welcome a number of trainee solicitors too. During the session we created Read More

2024-09-30T12:01:20+01:00February 12, 2024|Kim's Blog, Marketing, Selling|
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