Plans

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|

Be more strategic – PESTLE, Positioning and Plans

At the “Being more strategic” PM Forum workshop a week or so ago, half of the delegates were in management roles. Many were attached to specific practice groups and some had firm-wide roles. This post picks up on some of the emerging themes and shares the delegate polls as an Read More

2022-12-22T15:49:06+00:00December 22, 2022|Kim's Blog, Marketing, Statistics and trends, Strategy|

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|

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

Checklist: 25 practical and professional skills for marketing and business development assistants (2015)

Yesterday saw another successful training session for PM Forum with delegates from legal, accountancy and property firms at the “Practical and Professional Skills for marketing and business development assistants” http://www.pmforum.co.uk/training/ Summarising the discussion, here is a checklist of 25 practical and professional skills for marketing and business development assistants. Perception  Read More

2015-11-20T15:38:58+00:00November 20, 2015|Kim's Blog, Marketing|
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