At the end of January, I enjoyed meeting delegates (at the Novotel at Tower Hill) on the MBL “Developing more work from referrers and intermediaries” workshop. There were architects, bankers, accountants, forensic investigators, insolvency practitioners, lawyers, pension advisers and tax experts who had a range of areas of expertise including Read More
I am often asked to recommend books on sales and selling – both for beginners and experienced practitioners. There are so many to choose from – I’ve read hundreds, reviewed a fair few and even written a couple. So I've done a series of reviews (other recommended sales books are Read More
In the run up to Christmas, I pledged to make a donation to a local mental health charity where I am a Trustee for each personalised email I sent to my clients and contacts. Naturally, we are all saddened by the enormous toll of the Covid crisis – to the Read More
On 23rd April, in conjunction with Tim Prizeman of Kelso PR, I participated in a webinar on "Emergency marketing for accountants – launching services and gaining clients during the crisis and recovery". My 17 minute segment focused on marketing strategy for accountants and tax advisors - but the principles are Read More
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 Read More
