My favourite session at each year’s PM Forum Annual Conference is the final plenary session where a panel of professional service clients are invited to give their view on the marketing and sales approaches that they receive and to answer questions from the floor. This year the panel comprised: - Read More
Talking with some accountants the other day about their recent sales experiences reminded me of a number of tips for more effective professional selling. Continuance or progression? - These are important concepts for those who have contacts that they see on a regular basis but find, rather frustratingly, that they are Read More
On 1st July I went along to the lovely riverside offices of Norton Rose in More London to help lead a discussion on the topic of cultivating a culture of relationship management for a group of senior marketers and HR practitioners from legal, property and accountancy firms at the Managing Read More
One of my legal clients produced a helpful update recently on the impact of Data Protection on digital marketing. Some of the key issues covered include: Collecting client data * You can only collect data if you have good reason to do so * Ensure clients are aware that you Read More
Last week I attended CLT’s conference on “Managing and marketing a profitable private client department” where I delivered an hour paper on marketing, drawing in part on the lessons and case studies I had recently gathered to update the marketing chapter for the Law Society’s Probate Practitioners Handbook Knowing that Read More