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

Red Star Kim

At the start of February it was a full house of delegates from accountancy, law and consultancy firms (including from Hong Kong) at the PM Forum ’s “Coaching and Consulting skills for marketing and business development professionals”. highcaliberbranding.com) Why are you hiring a marketing consultant?

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Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

In November it was a full house for the PM Forum’s Proactive marketing and business development executive online workshop. It was on budget day so those from accountancy and tax practices had a lot going on. Proactive marketing and business development executives – CRM, internal engagement and career insights.

CRM 130
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Referrer and Intermediary Management – Silos, Targets and Culture

Red Star Kim

It was noted that often marketing and business development (M&BD) professionals in firms see things from a birds-eye view and are able to help individuals see opportunities for other teams within their clients. Cross-pollination could be achieved by having people attend meetings for different departments. Video) (kimtasso.com).

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Referrer Management – Capacity and Capability

Red Star Kim

10 reasons why (kimtasso.com) Marketing planning in a nutshell – simple and complex plans (kimtasso.com) Data and systems It was good to have a sprinkling of IT geeks (their label not mine!) Most commented on the data challenges of referrer management – although accountants using PracticePortal were happy with their CRM.

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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
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Legal marketing case studies – Law firm media relations and integrated campaigns (Kysen)

Red Star Kim

I keep an eye out for case studies in professional services marketing and share them at workshops. Legal marketing case studies – Law firm media relations and integrated campaigns (Kysen). After a brainstorm between Kysen and the firm’s director of marketing and BD a campaign was created entitled “Let’s talk about it”.

Media 130
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The 21 Best Business Strategy Blogs

CMOE

strategy + business (s+b) Whether it be topics centered around operations, marketing, or human capital, strategy + business aims to “illuminate the complex choices that leaders face….and Knowledge at Wharton covers an array of subjects, such as finance and accounting, marketing, and analytics.

Finance 98