Last week I facilitated MBL’s workshop on “How to manage and grow your private client practice”. Amongst the delegates were newly-appointed partners and heads of Private Client departments. Almost every delegate left with the view that they needed to consider strategic issues, engage the team in those discussions and agree Read More
Artificial Intelligence (AI) is having a fundamental impact on marketing and business development. Not least in the area of tendering and pitching. This post is based on an article in PM Magazine Winning work in the age of AI -How professional services firms are transforming proposal generation (July 2025) which Read More
At a PM Forum - PM Forum training “Perfect Pitches” workshop for marketing and business development professionals earlier in the month, it was interesting that many delegates felt that they were expected to take a much larger role in managing the tendering process. Almost as if the fee-earners just wanted Read More
Delegates (fee-earners, marketing/business development professionals and bid specialists) from legal, accounting and insurance firms joined us for MBL’s workshop on “Pitch Perfect - How to Prepare and Present Winning Pitches and Tenders”. Future sessions are listed here: Kim Tasso – MBL Seminars, Whilst we talked extensively about the internal processes Read More
Back in May 2017 I reviewed the first edition of this book strategic tendering. And I have been recommending it ever since. So I was delighted when the authors did an extensive overhaul of the contents to publish the second edition in 2022. This review concentrates on the newer material Read More
