PM Forum

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|

Aims of Marketing and BD (MBD) Assistants: Knowledge, specialisation, decision-making processes and relationships

At the PM Forum - PM Forum “Professional and Practical Skills for Marketing and Business Development (MBD) Assistants” training workshop last week we welcomed delegates from legal and accountancy firms in London, the Midlands and the North of England. Over half had formally studied MBD. 21% felt that they would Read More

2025-04-17T15:34:32+01:00April 17, 2025|Kim's Blog, Marketing|

Towards leadership – Elevate your Presence, Influence and Impact

I recently visited the North West - PM Forum at the offices of PWC in Manchester to facilitate a session on this topic. I would like to thank the Committee members - Rachel Kelly | LinkedIn, ⭐️Angela Brown | LinkedIn, Ally Lumsden | LinkedIn, Amanda Watson | LinkedIn, Linda Stoddard Read More

Cross-selling and referrals – Listen, Focus and Proximity

I thought you might appreciate some highlights from the recent PM Forum workshop “Cross-selling and referrer management accelerator”. Delegates represented real estate, litigation, social housing, accountancy and insolvency teams. They variously targeted commercial organisations, professional practices and private client markets - some internationally. Some had sophisticated and established referral programmes whilst others Read More

2025-03-17T09:19:23+00:00March 17, 2025|Accountants, Kim's Blog, Lawyers, Marketing|

Future Marketing and Business Development Manager – Transition from technical expert to adviser

A few top insights from last week’s full day training workshop on “Future Marketing and Business Development Manager” by PM Forum. The session covered many topics including: management skills, strategic thinking, financial scenarios, marketing and business development (MBD) theories, developing MBD plans, soft skills, gaining internal buy-in and managing a team. Read More

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