Following the recent Marketing and Business Development (MBD) law firm case studies, here are some Marketing and Business Development (MBD) accountancy firm case studies (2024-2025). Shortly, I will publish the final series – for property and real estate firms. Whereas there was real variety in the law firm case studies, Read More
I posted an overview article Cross-selling and referrer management – Past, present and future (September 2025) as I have many active client projects in this area – as I have for many years. Not long after, John Timperley | LinkedIn – a professional services marketing veteran who I have known Read More
At the 30th Annual PM Forum Conference, Elliot Moss | LinkedIn shared law firm Mishcon de Reya’s growth story leveraging strategy, brand and advertising (see 30th PM Forum Conference – Beyond Boundaries). His humility was touching – considering he is widely considered the poster boy of professional services marketing. Our Read More
There were many newly-appointed MBD assistants at the recent PM Forum training workshop “Practical and Professional Skills for Marketing and Business Development (MBD) Assistants” . One observation from the delegates was that marketing and business development (MBD) roles and activities were incredibly diverse. Roles depend on your firm, your MBD Read More
A recent MBL workshop on referrer management was attended by fee-earners and business development professionals from law and accountancy firms. The over-arching theme to emerge was to improve the knowledge we have about our referrer relationships. Considering the data, research, systems and habits we need for referrer relationships prompted one Read More
