At last week’s campaigns workshop for PM Forum training we had a full house of delegates with a rare balance between legal, accountancy/actuarial, property/engineering and consultancy firms. This article summarises the key themes emerging and contributes to the learning resources pack of the delegates. Five questions from a campaign, thought Read More
The MBL workshop on Referrer and Intermediary Management earlier this week combined those in front-line fee-earning roles (e.g. employment and family solicitors) with those from marketing and business development in legal, tax, wealth management and property firms. Alongside generating new business directly from clients and developing existing client relationships, referrer Read More
On 8th June it was a full house for the PM Forum’s popular workshop “Towards KAM and ABM – Helping fee-earners with client relationship management”. Amongst the many delegates from across the UK there was also one joining us from Warsaw, Poland and another who had moved from a lawyer Read More
As well as delegates from across the UK (including a few from Romford in East London), we were joined at this session on “Helping fee-earners to prepare the perfect pitch” by people in Warsaw, Poland and Lisbon, Portugal. During an intense and fast-paced half-day we covered a lot of material Read More
Last week I led an intensive and experiential MBL “Managing and marketing a profitable surveyors practice” online workshop. Whilst there were larger practices amongst the delegates, the focus of the many exercises and discussions was the next steps in growing a small surveying and property practice. Like when a plant Read More
