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Complex sales processes made simple – Co-ordinate, Connect, Conversations, Curiosity, Consistency and Conversion

Delegates from legal, accountancy and pensions firms attended last week’s “Selling Processes and Sales Skills for Marketing and BD Professionals” workshop by PM Forum. We explored the processes supporting complex sales cycles. A key theme was educating fee-earners – especially to manage expectations about the length of the sales cycle Read More

How to create a digital marketing strategy in a professional services firm

It was great to welcome the Optix Solutions team to deliver its first online training session for PM Forum  on 4th September. This new session “Creating a Leading Digital Marketing Strategy” guided delegates through the process of creating and implementing a digital marketing strategy. It comprised three elements: a) digital Read More

How to create and promote your personal brand

Professionals – lawyers, accountants, surveyors and marketers – need to create and maintain a personal brand as part of their career development, marketing and selling. But how do you create a personal brand? And position it appropriately with the right level of awareness? Here I summarise a simple process to Read More

2024-05-17T08:35:19+01:00May 17, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Social Media|

A three-tier approach to private client marketing

This article was published in March 2024 in The Law Society’s Private Client Solicitor publication. Content is usually reserved for members but this version is available to all Tricks of the trade | Feature | Communities - The Law Society. A three-tier approach to private client marketing Tricks of the Read More

2024-10-28T15:08:45+00:00May 9, 2024|Kim's Blog, Lawyers, Marketing, Strategy|
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