Cross-selling – The Big Questions

Posted on: June 27, 2017

At a recent cross-selling and referrer management course we tackled some big questions relating to cross-selling. What are you trying to achieve? – Most firms have cross-selling initiatives. Many firms repeatedly launch new initiatives to improve cross-selling. However, the starting point has to be to set some clear goals about what you want to achieve – […]

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Marketing planning in a nutshell

Posted on: June 16, 2017 Marketing planning in a nutshell

I provide many public training courses on marketing planning in a nutshell. But questions about marketing planning arise in many other public and in-house training courses on business development, referrer management and social selling. And of course people ask me for a standard marketing plan template. But it’s rarely as simple as filling in a […]

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Growing a surveyors’ practice – Five golden rules? (February 2017)

Posted on: April 18, 2017 Growing a surveyors' practice

In February I presented another of the successful MBL training courses “Managing and marketing a profitable surveyors’ practice” in Dublin, Ireland. It was interesting that the majority of the themes and issues raised during these sessions in the UK were raised at the session – despite the rather different economic and political environment. At the […]

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Strategy development insights: Curiosity, challenge, creativity, co-creation, culture and change

Posted on: March 6, 2017 Strategy development insights

While many people think strategy development in professional service firms as akin to “herding cats”, I think it’s more like trying to pick up mercury. There are all those shiny spots of precious (noxious?) metal which break off and join up in a seemingly random manner. It’s hard to put your finger on mercury. At […]

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Driving change in professional practices – the interesting bits?

Posted on: February 3, 2017 Driving change in professional practices

Our workshop on driving change in professional practices proved to be an intense and challenging day learning about psychology, leadership and change management. Delegates worked on their plans for achieving desired changes in themselves, their teams and their firms. Here are some of the highlights from the delegates’ perspective. The challenge of personal change Drawing […]

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