Taxation

Private client commercial conversations

At a recent business conversation skills session, private client and family lawyers asked about the nature of commercial conversations with individual clients (as opposed to business clients). These private clients are often high net worth (or ultra high net worth). So here are some thoughts on private client commercial conversations. Read More

2024-03-27T10:19:03+00:00March 27, 2024|Kim's Blog, Lawyers, Relationship Management, Statistics and trends|

Helping tax advisers sell their services – Be more detective

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

2020-01-30T12:03:21+00:00January 30, 2020|Accountants, Kim's Blog, Marketing, Relationship Management, Selling, Social Media|
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