This article is one in a series supporting the Home – PM Forum training course Aspiring Marketing and Business Development Leader – PM Forum (for marketing and BD managers looking at their next career move). The essence of marketing is to anticipate and meet client needs profitably. As your career progresses, you develop Read More
I’ve been remiss in collating recent marketing and business development case studies. The last batch I published was Marketing and BD case studies in legal, accountancy, consultancy (April 2024) and Marketing case studies – Digital thought leadership campaigns (February 2025). So here is a bumper edition which serves as a Read More
Alastair and Samantha of Optix Solutions delivered a comprehensive and thought-provoking PM Forum training session. Delegates appreciated the provocative food for thought to make more proactive use of AI in their marketing and business development teams and activities. Opportunities quickly become threats so the need to get a handle on Read More
At the May MBL workshop on “Managing and Growing your Private Client Practice”, private client leaders from England, Scotland and Northern Ireland considered how to balance their day-to-day operational and longer term strategic management responsibilities. This post supplements the learning resources shared at the session. Private client leaders balance operational and Read More
I keep an eye out for case studies in professional services marketing and share them at workshops. This post describes some case studies from veteran legal PR expert – Clare Rodway at Kysen. I’ve known Claire for more years than either of us care to remember and her long-established Read More
