Effective marketing Secretary: Seven reasons why secretaries make brilliant marketing and BD assistants

Posted on: October 24, 2017 Effective marketing PA/Secretary

One of the longest-running and most popular training courses at the Professional Marketing Forum (http://www.pmforum.co.uk/training.aspx) is the effective marketing Secretary or PA. Whilst many people involved in marketing and BD in the professions have a marketing degree or professional marketing qualifications such as CIM and therefore understand the theory and practice of marketing and selling, secretaries […]

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Property marketing case study – Client and key client relationship management at JLL

Posted on: October 18, 2017 Property marketing case study - CRM at JLL

At the 2017 Professional Marketing Conference http://www.pmforum.co.uk/conference.aspx , Anna Lind, Director of Client Relationship Management at JLL where she leads a team of seven, provided a fabulous property marketing case study. She talked through her six element client relationship management (CRM) and key account management (KAM) programmes which she has developed during her three and […]

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New and free learning resource for lawyers and surveyors – from Davitt Jones Bould solicitors

Posted on: September 18, 2017 learning resource for lawyers and surveyors

Davitt Jones Bould, the specialist real estate law firm, has launched DJB Learning which is a new and free learning resource for legal and property professionals in order to achieve their CPD. The learning and development portal has information on a number of topics: Technical knowledge Real estate law, knowledge for surveyors, legal research skills, […]

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Accountancy marketing case study – From client referrals to sectors and social media

Posted on: September 8, 2017 Accountancy marketing case study Wilson Wright

Wilson Wright (established in 1893) is a nine partner accountancy practice based in Holborn Circus in London serving both private and commercial clients. In 2016 it won the British Accountancy Award (BAA) for Independent Firm of the Year (Greater London) and is currently shortlisted for Mid-Tier Firm of the Year. Yet it has only recently […]

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Key Account Management KAM – Managing key client meetings

Posted on: July 24, 2017 Managing key client meetings

At a recent training workshop on helping fee-earners with Key Account Management KAM – the delegates requested that I write about how to manage key client meetings. Further details of this course can be found here http://www.pmforum.co.uk/training.aspx What often happens My observation is that at the start of a Key Account Management or Key Client […]

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