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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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Marketing technology system review – Clean contact data with Cirrom

Red Star Kim

.” Related posts About Vuture The story of how David Brady founded the Vuture marketing agency and developed the digital marketing system in 2006 and then went on to sell it to in 2019 is covered here: The Sale of Vuture: Finding a Strategic Partner to Grow Our Company (vistapointadvisors.com) CM Group Completes $410 Million Financing and Expands (..)

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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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Update on marketing and business development (M&BD) team structures

Red Star Kim

I presented a methodology to design marketing and BD team structures in November 2015. Here, the M&BD professionals – and perhaps those from other disciplines (such as finance or human resources) – will be formed into temporary project teams to assist with particular initiatives.

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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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Telephone skills for lawyers and accountants – Confidentiality, client experience, accents and gatekeepers

Red Star Kim

Louise Wilson, Business Manager – Finance at Moneypenny said: “The data shows that even in an online world, we still seek the reassurance of human interaction. “Surveyed a variety of accountants and other financial service businesses and revealed they now receive 31% more calls.

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Referrer Management Strategies – Rationale and Challenges

Red Star Kim

CRM systems used : Hubspot, Clio, LawWare, Integrated with finance system. referrer management in professional service firms (kimtasso.com) December 2015 (When you can’t reciprocate). 100% Aimed at specific organisations/individuals. Amount of work generated by internal and external referrals? 80% 20%-50%. 20% 50%-80%.