PM Forum

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

Marketing case studies – Digital thought leadership campaigns at Menzies and Withers Worldwide

I’m a little late in preparing an overview of these two excellent digital campaigns that were presented at the Home - PM Forum webinar in December. Thanks to Stefanie Jones of Wales - PM Forum for chairing the session. It’s interesting to compare and contrast the approaches in legal and accounting Read More

2025-02-17T17:46:14+00:00February 17, 2025|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|

Consulting Skills – The power of workshops

At the recent PM Forum – PM Forum training workshop on “Coaching and Consulting skills for marketing and business development professionals” we spent time considering key consulting skills. In particular we focused on how to achieve engagement, buy-in, commitment and implementation for a “consultancy” project. As well as looking at stakeholder engagement in detail Read More

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