Segmentation

Be more strategic – Stretch your strategy muscle

The recent “Be more strategic” workshop from Training - PM Forum took place on St George’s Day. This post summarises the key points raised by delegates – and lists their poll results and discussions. As such, it provides an additional learning resource to the delegates. So in this post on Read More

2024-05-02T14:26:28+01:00May 2, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|

Private client commercial conversations

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

2025-01-08T16:11:57+00:00March 27, 2024|Kim's Blog, Lawyers, Relationship Management, Statistics and trends|

Be more strategic: Top-down or bottom-up, marketing and sales integration and property marketing

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

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