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Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Red Star Kim

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.

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Coaching and Consulting skills – Limiting beliefs, approaches to helping and marketing consultancy

Red Star Kim

Some key insights from the session: Coaching and Consulting skills – Limiting beliefs, different approaches to helping and marketing consultancy. Manage limiting beliefs During the coaching module, there was much discussion about limiting beliefs or limiting assumptions. Delegate views and poll results are shown below.

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Crack the Consulting Code: Top 10 Digital Transformation Frameworks

Flevy

They allow us to cut through noise, zero in on the key issues, and facilitate the development of insightful recommendations. Each global consulting firm maintains an internal knowledge management library of consulting framework presentations. FlevyPro is currently used by 100s of consultants and business executives.

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Account Planning Template

ProlifIQ

Account planning efforts should also cover the specific KPIs that your product or service is meant to move the most. Account managers will play a major role in driving quick wins and a good experience. Don’t skip this part of the account template. Key account managers should drive this.

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PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback

Red Star Kim

Leor Franks of Kingsley Napley – a member of both the PM Forum and Managing Partners’ Forum – chaired the event. Having met Vlatka Hlupic, author of “ The Management Shift” (see Book review: The Management Shift by Vlatka Hlupic (kimtasso.com) , I was looking forward to hearing her keynote speech on transforming culture.

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The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Red Star Kim

Just before Easter I spent a day facilitating the popular PM Forum training workshop “The Proactive M&BD Executive”. It’s great that people have a vested interest but it can be hard to manage and get a final sign off”. 56% of the delegates had marketing qualifications.

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Future Marketing/BD Manager – Build resilience to avoid being overwhelmed

Red Star Kim

A key theme arising at the March PM Forum “ Future Marketing/Business Development Manager” (with delegates from legal, accountancy and consultancy firms) was about being overwhelmed. There were conversations about overwhelmed marketing/BD managers, overwhelmed M&BD teams and overwhelmed fee-earners.

Marketing 130