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
I had the pleasure of joining Chloe Christine of TBD marketing when she presented a training workshop on “Email marketing and automation” for PM Forum last week. Delegates (both those in general marketing/business development (MBD) roles and those specialising in client programmes, digital marketing and events) were from law and Read More
At the recent Business Development for Professionals - 2024 Virtual Conference - MBL Seminars I presented a session entitled “Supporting Fee-Earners in Sales Targeting”. I’ve summarised the key points here as a supplementary learning resource for the delegates. And I’ve noted the highlights of the sessions by other speakers (How Read More
In early December we welcomed 15 delegates to a PM Forum “Be more strategic” workshop. The delegate aims, views and key takeaways are shown below. The workshop covered strategic thinking, business strategy and marketing and business development (MBD) strategy. We looked at case studies from professional services firms. From the Read More
I facilitate various workshops designed to increase commercial awareness. For young professionals. And it’s good to be able to recommend reliable sources of information at those sessions. This short (130 pages) information-packed book was revised in 2019. And I commend it to those looking to initiate their commercial awareness journey. Read More
