At the recent “Proactive Marketing and Business Development Executive” full day PM Forum workshop, delegates (from law (including a former secretary and a former lawyer), accounting and consulting practices asked a number of questions. These summary answers contribute to the learning resources for the session. Six questions from Proactive Marketing/BD Read More
In early December we welcomed 15 delegates to a PM Forum “Be more strategic” workshop. The delegate aims, views and key takeaways are shown below. The workshop covered strategic thinking, business strategy and marketing and business development (MBD) strategy. We looked at case studies from professional services firms. From the Read More
At training workshops, people often ask me for case studies of successful marketing and business development strategies and campaigns at professional services firms. Both to support their competitor analysis and to see what good strategies and campaigns look like. I scour publications and awards to pick up as many as Read More
This article is a summary of the conversation and key takeaways from a workshop in London for MBL. Delegates included both partners and business development professionals (some with a banking background) from law firms (employment, criminal, disputes, offshore), accountancy practices (audit, forensic, insolvency and restructuring and financial services. Some were Read More
Last week I facilitated MBL’s full day training session on “Developing more work from referrers and intermediaries”. Delegates were from legal, accountancy and insolvency firms – both M&BD teams and fee-earners. The main takeaways for the delegates can be summarised with the following themes: Referrer management – Grading, Research, Discipline, Read More
