Six themes on cross-selling and referrer management workshop highlights (2020)

Posted on: September 17, 2020 A personal approach to cross-selling

Yesterday I facilitated an interactive workshop through the Professional Marketing Forum  on cross-selling and referrer management. I promised the delegates – representing a range of legal and accountancy practices – that I would summarise and share the key points arising from the session and the six themes to supplement their learning resources. Aims and issues […]

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CIM’s Innovation in Marketing

Posted on: August 24, 2020 Innovation in marketing

People often ask me about innovation in marketing. There is lots of information around on the subject – particularly as we struggle with how to move out of the Covid-19 pandemic restrictions, through technologically-disrupted markets and into whatever the “new normal” might be. So I thought I would revisit the Chartered Institute of Marketing’s (CIM) […]

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Improve your strategic thinking – Seven insights (2020)

Posted on: June 22, 2020 Improve your strategic thinking – Seven insights (2020)

At the beginning of 2020 at a “Being more strategic” workshop by the Professional Marketing Forum  the delegates – from a variety of legal, accountancy, property and consultancy firms – reflected on how to improve strategic thinking both in themselves and their firms. A further session is imminent and I will share some information about […]

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Book review: Nudge: Improving decisions about health, wealth and happiness by Richard H Thaler and Cass R Sunstein

Posted on: October 24, 2019 Book review: Nudge: Improving decisions about health, wealth and happiness by Richard H Thaler and Cass R Sunstein

Behavioural science is a popular topic at the moment and “Nudge: Improving decision about health, wealth and happiness” was published back in 2008. It has particular resonance in professional services as co-author Sunstein is a professor at an American law school. The basic premise is that we do not decisions rationally like an “Econ” but […]

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Commerciality – Finance, pricing, innovation and research

Posted on: May 13, 2019 Commerciality – Finance, pricing, innovation and research

Earlier this year we ran the first “Commerciality – Finance, Pricing, Innovation and Research” workshop through Professional Marketing Forum. https://www.pmforum.co.uk/training.aspx.  I am delighted to report that the consensus was that it was a success (even though we have some tweaks to make to the timing for all the group exercises). Here are the highlights:  Aims […]

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