managing expectations

Preparing M&BD professionals for the future – learning, skills and knowledge transfer

At the 28th PM Forum Annual Conference  in September I (in my capacity as Head of Training and Learning Transfer of the Managing Partners’ Forum and PM Forum), co-presented breakout sessions with Julie McConnell of international law firm White & Case. Our focus was on the accelerating change in the Read More

Cross-selling and referrer management – Expectations, Data and Focus (March 2022)

It was a full house on the recent “Cross-selling and referrer management accelerator” workshop from PM Forum.   There are lots of insights shared by delegates below. But I wanted to focus on cross-selling and referrer management – Expectations, Data and Focus. Expectations and Goals An effective cross-selling or referrer Read More

2022-03-14T16:02:00+00:00March 14, 2022|Kim's Blog|

Seven themes on assertiveness, effectiveness and impact – We’re all in the same boat on fee-earner relationships

At a recent PM Forum workshop on “Assertiveness, effectiveness and impact” a key insight was the reassuring realisation that we are all in the same boat on fee-earner relationships. Seven themes on assertiveness, effectiveness and impact emerged on fee-earner relationships (guilt, value, variety, impact, influence, questions and time). 1. Ignore Read More

2021-05-21T17:44:53+01:00May 21, 2021|Kim's Blog, Marketing, Relationship Management|

Bottlenecks, bulldozers and caught in the cross-fire – Highlights from a stakeholder management and buy-in session (2016)

These were just a few of the themes igniting the passions of marketing and business development people from professional service firms at the recent PM "Stakeholder management and buy-in" training workshop. I think it’s fair to say that there was a little therapy going on before we got down to business Read More

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