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
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
Strategic marketers and business developers constantly monitor and analyse their markets. It is an ongoing part of our market research and external analysis within our situational analyses. It allows us to monitor our position (against competitors) and alerts us to opportunities and threats. It helps us understand the needs and Read More
At the recent PM Forum online workshop on “Campaigns, Thought Leadership and Project Management” there were 17 delegates from legal, accountancy and consultancy firms. There was much discussion and debate. This article contributes to the learning resources for those who attended. Reflecting on delegate feedback (see below) there are three themes emerging. Read More
