At the recent MBL workshop on cross-selling and referrer management, we adopted a back-to-basics approach for these strategies. (see Kim Tasso – MBL Seminars for details of future sessions). Delegates from legal, property, construction and financial services firms came together to look at how to initiate or improve their cross-selling and referrer Read More
The 2026 Annual Strategy and Marketing Benchmark is always eagerly anticipated by the professional marketing community at Home - PM Forum. The 14th report was presented by Alastair Beddow | LinkedIn (MD of Home - Meridian West). Charlotte Green | LinkedIn (Head of Clients and Markets at Gowling WLG) chaired Read More
Client listening, research and insight are the lifeblood of professional services marketing. Because marketing is about anticipating and meeting client needs profitably. And client research is required for just about everything including: needs analysis, strategic planning, marketing planning, branding, key account management (KAM), targeting, service delivery, client experience management, pitching Read More
Law and accountancy firms from UK, Ireland and Poland were represented at the recent PM Forum workshop: “The Proactive Marketing and Business Development Executive”. Echoing a recent session for MBD assistants (The highs and lows from a new MBD assistants’ point of view), there was a desire for more time Read More
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
