At a recent business conversation skills session, private client and family lawyers asked about the nature of commercial conversations with individual clients (as opposed to business clients). These private clients are often high net worth (or ultra high net worth). So here are some thoughts on private client commercial conversations. Read More
The recent “Future Marketing and Business Development Manager” workshop from PM Forum was held on Budget day – so we were lower than usual on delegates from accountancy firms. Thanks to Orrick who hosted the session – providing amazing views over Central London. Future Marketing Manager – New product development. Read More
At the end of January, I attended a PM Forum (with Icon and Managing Partners Forum) webinar where Alastair Beddow | LinkedIn of Meridian West presented the latest international benchmark results. In its 12th year – it obtains the opinions of around 100 CMOs from professional service firms. The panel Read More
At training workshops, people often ask me for case studies of successful marketing and business development strategies and campaigns at professional services firms. Both to support their competitor analysis and to see what good strategies and campaigns look like. I scour publications and awards to pick up as many as Read More
CogniClick is a nifty system (backed by an expert team) to enable you to conduct fast, quick polls and pulse surveys amongst your clients and stakeholders and to also develop maturity assessments and similar thought leadership content. It has the potential to transform client communications, fast-track the generation of research Read More
