At the recent MBL “Developing More Work from Referrers & Intermediaries” full day digital workshop what emerged from delegate discussions were three referrer management themes – Plans, Relationship and Communication. Agree targets and plans It became apparent early in the session that there was a need for different levels of Read More
It was a full house at the recent PM Forum digital workshop on campaign development, thought leadership and project management. Here is a summary of three themes on campaign development and thought leadership – Education, Integration and Measurement. Delegate polls and feedback are also shown. Key themes - Education, Integration Read More
18 delegates from law, accountancy and property firms joined me at the June PM Forum workshop on Key Account Management (KAM) and Account Based Marketing (ABM). The focus was on supporting fee-earners with client relationship management in KAM and ABM programmes at a firm-wide or client level. I’ve summarised Six Read More
This article was written for the delegates at a recent pitching workshop organised by the PM Forum as a summary to supplement the other course materials they received. There were seven pitching themes – specialisation, engagement, research, content, differentiation, project management and virtual presence. 1. Increasing specialisation Many marketing and Read More
At a recent PM Forum workshop on “Assertiveness, effectiveness and impact” a key insight was the reassuring realisation that we are all in the same boat on fee-earner relationships. Seven themes on assertiveness, effectiveness and impact emerged on fee-earner relationships (guilt, value, variety, impact, influence, questions and time). 1. Ignore Read More
