Legal and accountancy firm delegates joined me for a MBL workshop on “The art and Science of Selling Professional Services”. We spent a significant amount of time exploring the various sales cycles in delegate firms – and how best to support fee-earners through complex (multiple players and decision makers) consultative Read More
At a recent PM Forum workshop (Selling processes and sales skills for marketing and business development professionals (MBD)) delegates from legal and accountancy firms focused on improving the sales processes and skills at their firms. Some were from large firms and others were from smaller firms. Their firms varied in 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
At the recent “Proactive Marketing and Business Development Executive” full day PM Forum workshop, delegates (from law (including a former secretary and a former lawyer), accounting and consulting practices asked a number of questions. These summary answers contribute to the learning resources for the session. Six questions from Proactive Marketing/BD Read More
In November it was a full house for the PM Forum’s Proactive marketing and business development executive online workshop. It was on budget day so those from accountancy and tax practices had a lot going on. These sessions are experiential – with much use of social learning so many insights Read More
