Planning

Referrer Management – Capacity and Capability

This article is a summary of the conversation and key takeaways from a workshop in London for MBL.  Delegates included both partners and business development professionals (some with a banking background) from law firms (employment, criminal, disputes, offshore), accountancy practices (audit, forensic, insolvency and restructuring and financial services. Some were Read More

How to engage fee-earners in the M&BD planning process?

At the recent PM Forum workshop on “Marketing and Business Development Planning in a Nutshell” the key issue to emerge from delegates was “How to engage fee-earners in the M&BD planning process?”. Delegates were from law and accounting firms with a variety of reasons for attending: a new role or Read More

2023-08-01T08:54:34+01:00August 1, 2023|Kim's Blog, Marketing, Strategy|

PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback

This article was published in the latest edition of PM Forum Magazine. PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback. The event took place on September 29th 2022. After two years online, you could feel the excitement of being face-to-face with 150 people in Read More

2022-11-18T16:43:51+00:00November 18, 2022|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

Book review – Brilliant personal effectiveness by Douglas Miller

The start of a New Year means new habits right? I have run training sessions on improving personal effectiveness for many years so it was good to find an introductory book that covers the majority of the topics. It also contains a fair amount of positive psychology (which is pretty Read More

2022-01-04T10:03:13+00:00January 4, 2022|Kim's Blog, Management Skills, Relationship Management|

Marketing and Business Development Planning in a Nutshell: Benefits, Audits and Goals (November 2021)

I recently had the pleasure of leading an intensive half day digital workshop on “Marketing and Business Development Planning in a Nutshell” for the Professional Marketing Forum. The poll results and discussion points are shown below for the delegates who represented firms in law, accountancy, engineering and economics consultancy from Read More

2021-11-15T11:11:56+00:00November 15, 2021|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|
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