This post summarises some of the key themes emerging from the recent online MBL “How to manage and grow your private client practice” full day session . It is intended to supplement the learning resources for delegates provided on the day – delegate aims, poll results and takeaways are shown Read More
Last week, we welcomed UK and international delegates to a PM Forum digital workshop on “Selling Processes and Sales Skills for Marketing and BD Professionals”. There were equal numbers of delegates from law and accountancy firms who had various roles: business development, pitching, key client management, cross-selling and external referrer Read More
I like to review recent books with a view to offering recommendations to those people who attend my training workshops. Despite being published in 2018 (before the Covid pandemic pushed digital marketing into the stratosphere) and being pretty basic it has some good content. So here’ a book review: Build Read More
I read this 2018 book during lock down. It is one of the rare books on marketing strategy written by someone who is familiar with the professional services sector. The author, Heidi Taylor, worked in IT, telecoms and professional services. She is a former Chartered Institute of Marketing’s (CIM) Marketer Read More
This leader article “Struggling with segmentation” was published in the Summer 2021 edition of Professional Marketing Magazine https://www.pmforum.co.uk/pm-magazine/pm-magazine.aspx which is sent free to members of the Professional Marketing Forum. https://www.pmforum.co.uk/ The Covid pandemic thrust marketers into the limelight. Without the face-to-face interactions that are fundamental to so much marketing and Read More
