Introducing the marketing planning process into a professional service firm

Posted on: March 20, 2018 marketing planning process into a professional service firm

At the recent “Marketing planning in a nutshell” training workshop http://www.pmforum.co.uk/training.aspx, the focus was on the best way to introduce a marketing planning process into a professional service firm. While many of the larger professional service firms have sophisticated marketing and business development planning processes, some smaller firms are still trying to engage their fee-earners […]

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Proactive Marketing Executive – Eight top tips (Feb 2018)

Posted on: February 27, 2018 Proactive Marketing Executive

Another successful Proactive Marketing Executive training session http://www.pmforum.co.uk/training.aspx took place recently where there were lots of ideas on how to increase your value to your team and firm and progress your career at the same time. Eight top tips for being more proactive Delegates – from legal, accountancy and property firms – identified the following […]

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

Posted on: January 4, 2018 Thought leadership

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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Marketing secretary and PA: Three roles where secretaries and PAs contribute to marketing and business development success

Posted on: November 7, 2017 Effective marketing PA/Secretary

At a recent PM Forum training course “Introduction to marketing and BD for PAs and secretaries” the delegates – from legal, accountancy, surveying, actuarial and technology firms – asked for a summary of the ways in which PAs and secretaries could contribute to marketing and business development success. Increasingly, technology has released secretaries and PAs […]

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Accountancy marketing case study: Haines Watts accountants “For Love or Money” thought leadership campaign

Posted on: April 6, 2017 accountancy marketing case study Haines Watts Love or Money thought leadership

I interviewed Sam Davies, Group Head of Marketing at Haines Watts (HWCA), to obtain an accountancy marketing case study on the firm’s thought leadership campaign “For Love or Money – the secret life of the business owner”. About Sam and Haines Watts Sam has worked at Haines Watts for over 18 years and in her […]

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