Strategy

Referrer and intermediary management – 13 top tips from a workshop (May 2018)

I’m delighted to say that there were lots of delegates from law firms, accountancy firms, structural engineers, insolvency practitioners, banks and insurers at the recent referrer and intermediary management workshop in London http://www.mblseminars.com/Outline/Developing-More-Work-from-Referrers-_-Intermediaries/5770/ At the end of the day, after considering how to generate better and more recommendations from internal sources, Read More

2018-06-04T10:12:17+01:00June 4, 2018|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Property, Relationship Management, Selling|

Strategic thinking – Audits, assumptions and alignment

We discussed strategic thinking – audits, assumptions and alignment at the recent “Being more strategic” training workshop at the Professional Marketing Forum http://www.pmforum.co.uk/training.aspx   Fee-earners and strategy There was a discussion about why some fee-earners in professional service firms found strategic discussions and decisions difficult, for example: There are multiple Read More

2018-03-26T10:59:55+01:00March 26, 2018|Kim's Blog, Management Skills, Marketing, Strategy|

Introducing the marketing planning process into a professional service firm

At the recent “Marketing planning in a nutshell” training workshop http://www.pmforum.co.uk/training.aspx, the focus was on the best way to introduce a marketing planning process into a professional service firm. While many of the larger professional service firms have sophisticated marketing and business development planning processes, some smaller firms are still Read More

2018-03-20T13:45:26+00:00March 20, 2018|Accountants, Kim's Blog, Lawyers, Marketing, Property, Strategy|

Thought leadership, campaigns and project management – Nine insights from a workshop (2017)

Recently, I facilitated a workshop on thought leadership, campaigns and project management with delegates from legal, accountancy and consultancy firms for the Professional Marketing Forum http://www.pmforum.co.uk/training.aspx The key insights from the delegates’ perspective were as follows: 1. Objectives enable measurement In order to measure the effectiveness of a campaign it Read More

2018-01-04T14:34:10+00:00January 4, 2018|Accountants, Kim's Blog, Lawyers, Marketing, Selling, Strategy|
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