Last week I facilitated MBL’s workshop on “How to manage and grow your private client practice”. Amongst the delegates were newly-appointed partners and heads of Private Client departments. Almost every delegate left with the view that they needed to consider strategic issues, engage the team in those discussions and agree Read More
December’s “Be more strategic” PM Forum – PM Forum workshop for marketing and business development (MBD) professionals moved back to a full day format following feedback from previous delegates. Law and accountancy firms were represented on this session – during which there were various threads on strategy conversations. Promoting strategic conversations with Read More
Law and accountancy firms from UK, Ireland and Poland were represented at the recent PM Forum workshop: “The Proactive Marketing and Business Development Executive”. Echoing a recent session for MBD assistants (The highs and lows from a new MBD assistants’ point of view), there was a desire for more time Read More
Following the recent Marketing and Business Development (MBD) law firm case studies, here are some Marketing and Business Development (MBD) accountancy firm case studies (2024-2025). Shortly, I will publish the final series – for property and real estate firms. Whereas there was real variety in the law firm case studies, Read More
There was a variety of delegates at a recent workshop by MBL on “Pitch Perfect – How to prepare and present winning pitches and tenders”. From trainees to partners, from beginners to marketing and business development experts, from private client to commercial services and from large and smaller firms. I’ve Read More
