Internal communication – Why, how and what?

Internal communication Posted on: February 9, 2018

At a recent training session for marketing and BD assistants, we considered the importance of internal communication – why, how and what? Why is internal communication important? Internal communication in a professional service firm (PSF) is important for a number of reasons: Culture – Each firm will have a slightly different corporate or workplace culture. […]

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

Thought leadership Posted on: January 4, 2018

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 is necessary to set out […]

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Key Account Management KAM in a nutshell

Key Account Management KAM Posted on: December 19, 2017

I was delighted to address the Professional Marketing Forum Scotland members last week in Edinburgh. The topic they choose was Key Account Management KAM in a nutshell – so I presented information on “text book” theories as well as lots of stories from my experiences on the “front line” of KAM strategy and development in […]

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Relationship and referrer management – Piggybacks, Ghosting, Ridealongs, Swapsies and Orange Crates

Relationship and referrer management Posted on: December 13, 2017

I regularly run training courses – both on public sessions and in-house – on relationship and referrer management. At a recent session presented through MBL Seminars, we explored some of the more popular techniques for relationship and referrer management whether for internal or external referrers. Piggybacking – Rather than mount an entire campaign on your […]

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Private client marketing – Five thoughts from heads of department (2017)

Posted on: December 11, 2017

Last week I was in Manchester for an MBL training course on “Developing and sustaining your private client practice”. Over half of the delegates were heads of private client departments with responsibility for developing and growing their teams and private client marketing was a major theme. Here are the five main thought arising from the […]

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