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Context and curiosity drive commerciality and pricing

Red Star Kim

This week’s PM Forum training workshop “Commerciality: Finance, Pricing, Innovation and Research” was attended by delegates from law, accountancy and insolvency firms. Delegates then chose to focus on finance, economics and pricing. Finance fundamentals Financial awareness is another capability required by M&BD.

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28th PM Forum Conference: Organisational culture, mentoring, digital distraction, ESG and client experience (2023)

Red Star Kim

Francesca Lagerberg, CEO of Baker Tilly accountants and regular host of the Managing Partners’ Forum “Retuning your firm” shows chaired discussion with Kate Cooper, Director of Finance at the Institute of Directors and Alain Thys. As marketers, we must remain tuned into the client voice and this panel provided plenty of food for thought.

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OpenView Expands Leadership Team with Promotion of John McCullough to Partner and Addition of Kate Ramirez as CFO

Openview

McCullough joined the firm in 2015 as Vice President of Corporate Development, helping create and execute M&A and capital raise outcomes across the portfolio, establishing relationships with best-fit strategic and capital markets partners, and leading portfolio exit planning.

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How To Better Manage Your Cash Flow

Aepiphanni

In a Medium article written by the founder and owner, Maren Kate, she tells the story of how the company dissolved overnight in 2015 after scaling fast and not realizing beforehand that their burn rate was high. This highlights the importance of cash flow management. Measure cash flow before the money even hits or leaves your account.

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22 tips on being a persuasive writer in professional services

Red Star Kim

An example might be: “Five things every Finance Director asks” or “What every General Counsel considers when choosing a law firm”. How can I improve my cross cultural communication (kimtasso.com) Curiosity Humans are curious. Write to create a curiosity gap (the space between the information we know and what we don’t know).

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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

For example, for accountants this might include Quoted Companies Alliance, UK Finance or Federation of Small Businesses. Without targeting there is the risk of “spray and pray” content being sent into the ether. For law firms these might be GC 100, International Bar Association or the Association of Corporate Counsel.

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The History and Downfall of a German Wholesale Company “Wollschla?ger” – Part 3

QYMATIX

In 2015, two years after having joined, Siegfried Hakelberg likewise left Wollschläger to become Sales Director of Mercateo. In 2015, the now 68 years old Frank Wollschläger left his post to his son Carsten and switched to the board. As if the losses were not bad enough, Haberstock left the company the same year.