Helping tax advisers sell their services – Be more detective

Helping tax advisers sell their services – Be more detective Posted on: January 30, 2020

I was delighted when the Chartered Institute of Taxation (CIoT) Harrow and North London Branch  invited me back to present an evening session earlier this month. I had previously presented on “Social media for tax advisers” in 2013 . On this occasion my talk was on “Helping tax advisers sell their services – Be more […]

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12 thoughts on delegation, coaching and team management (2019)

12 thoughts on delegation, coaching and team management (2019) Posted on: January 22, 2020

At a recent Professional Marketing workshop on “Delegation, coaching and team management”  I asked delegates from a variety of roles and professional service firms to provide their one-word summary of the themes explored during the day. Here are their 12 thoughts on delegation, coaching and team management: 1. Be adaptive Having explored various models of […]

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Book review: Legacy – What the All Blacks can teach us about the business of life by James Kerr (Leadership, culture, values and change management)

Book review: Legacy – What the All Blacks can teach us about the business of life by James Kerr (Leadership, culture, values and change management) Posted on: January 10, 2020

One of my property clients gave me a copy of this book to support a partner away day I was leading on authenticity, values and leadership http://kimtasso.com/leadership-authenticity-values-and-culture/. It’s a quick but interesting read so I thought – especially as I am proud Twickenham resident and a rugby fan – I’d provide a short book review: […]

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Six themes for Proactive Marketing and BD Executives (2019) – Careers, Communications, Difficulties, Goals, Expertise and Mind sets

Six themes for Proactive Marketing and BD Executives (2019) – Careers, Communications, Difficulties, Goals, Expertise and Mind sets Posted on: January 2, 2020

At the recent Proactive Marketing Executive workshop by PM Forum https://www.pmforum.co.uk/training.aspx there were six themes for Proactive Marketing and BD executives – Careers, Communications, Goals, Difficulties, Expertise and Mind sets. 1. Take responsibility for your career development There was a lot of interest in career development. Some (larger) firms have competency frameworks and a clear […]

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14 pragmatic steps to improved referrer management (London and Manchester 2019)

14 pragmatic steps to improved referrer management (London and Manchester 2019) Posted on: December 19, 2019

I’ve combined the key delegate insights from the two most recent MBL workshops on referrer management (http://www.mblseminars.com/Outline/Developing-More-Work-from-Referrers-_-Intermediaries/5770/) in London and Manchester to provide 14 pragmatic steps to improved referrer management. The sessions had a fascinating and productive blend of views from senior leaders, fee-earners and business development professionals. 1. Analyse the current situation and set […]

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