Planning

Develop your value proposition (and a personal story)

What’s your personal value proposition? What value do you bring to your clients? (or employer?) You may have considered these questions as part of your personal brand development. I’m looking at the process through the lens of value proposition development – and through my personal lens. Develop your value proposition (and Read More

2026-06-24T17:01:33+01:00June 24, 2026|Kim's Blog, Management Skills, Marketing, Selling|

Proactive Marketing and BD Executive: Skills questions

It was a full house at PM Forum’s “Proactive Marketing and Business Development Executive” online full day workshop with 19 enthusiastic delegates from all over the UK – and two from Poland. This article supplements the learning resources for the workshop. Proactive Marketing and BD Executive: Skills questions Throughout the day there was Read More

2025-04-29T11:08:38+01:00April 29, 2025|Kim's Blog, Marketing, Relationship Management|

Private Client – Vision, Leadership, Plan, Engagement and Delegation

Last week’s MBL workshop on “How to manage and grow your private client practice” saw 100% delegates highly satisfied with the course overall, 100% highly satisfied with the trainer (that’s me!) and 100% highly satisfied with the course materials. One delegate commented: “Thank you very much - lots of food Read More

2024-11-28T14:08:03+00:00November 28, 2024|Kim's Blog, Lawyers, Management Skills, Marketing, Social Media|

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

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