Planning

Referrer and intermediary management – 13 top tips from a workshop (May 2018)

I’m delighted to say that there were lots of delegates from law firms, accountancy firms, structural engineers, insolvency practitioners, banks and insurers at the recent referrer and intermediary management workshop in London http://www.mblseminars.com/Outline/Developing-More-Work-from-Referrers-_-Intermediaries/5770/ At the end of the day, after considering how to generate better and more recommendations from internal sources, Read More

2018-06-04T10:12:17+01:00June 4, 2018|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Property, Relationship Management, Selling|

Introducing the marketing planning process into a professional service firm

At the recent “Marketing planning in a nutshell” training workshop http://www.pmforum.co.uk/training.aspx, the focus was on the best way to introduce a marketing planning process into a professional service firm. While many of the larger professional service firms have sophisticated marketing and business development planning processes, some smaller firms are still Read More

2018-03-20T13:45:26+00:00March 20, 2018|Accountants, Kim's Blog, Lawyers, Marketing, Property, Strategy|

Private client marketing – Five thoughts from heads of department (2017)

Last week I was in Manchester for an MBL training course on “Developing and sustaining your private client practice”. Over half of the delegates were heads of private client departments with responsibility for developing and growing their teams and private client marketing was a major theme. Here are the five Read More

2021-04-03T16:38:09+01:00December 11, 2017|Kim's Blog, Lawyers, Marketing, Strategy, Web Sites|

Future marketing manager – Perception, Motivation and Planning (Oct 2017)

At the recent Future Marketing Manager http://www.pmforum.co.uk/training.aspx we covered the usual wide range of topics. However, the three themes that involved the most discussion were perception, motivation and planning.  Perception Perception is “the way in which something is regarded, understood, or interpreted”. There was recognition that how marketing and business Read More

2017-10-20T14:43:56+01:00October 20, 2017|Kim's Blog, Management Skills, Marketing|
Go to Top