Pipeline management

Growth perspectives: Private equity and business development (Managing Partners’ Forum Growth Conference 2026)

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

Proactive Marketing Executive – Plans, Budgets, Relationships and Career Development

Last week I was joined by 18 delegates from solicitor, patent attorney, accountancy, surveying and consulting practices for PM Forum’s “Proactive Marketing Executive” full day workshop.  The poll results and delegate comments are shown below. We cover a huge amount during the day: strategic marketing, operational marketing, managing campaigns, resource Read More

2021-09-10T09:20:22+01:00September 7, 2021|Kim's Blog, Management Skills, Marketing, Relationship Management|

Selling basics – Targeting with rabbits, deer and elephants (Video)

A frequent question people ask me about marketing and selling is how to target new business. There are lots of different ways to target new business (see Sales Targeting Toolbox for Professional Services Firms). We explore one method in this short video (7 minutes) on Selling basics - Targeting with Read More

2025-11-12T10:07:11+00:00August 14, 2020|Accountants, Kim's Blog, Lawyers, Property, Selling|
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