Accountants

Book review: What management is by Joan Magretta

This is a review of the book “What management is – how it works and why it’s everyone’s business” by Joan Magretta with the collaboration of Nan Stone. I’m often asked for book recommendations to support workshops on management, leadership, strategy and commerciality. I strongly endorse this book – despite Read More

2026-11-02T09:26:37+00:00November 2, 2026|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Strategy|

Telephone conversations – Meeting both rational and emotional needs

At the latest MBL workshop  on “Pick up the phone – client service and sales opportunities for professionals” we looked at the role of telephone calls in sales and service, managing inbound calls and making outbound calls. Delegates from legal and accountancy firms – both technical experts (fee-earners) and business development professionals - Read More

2026-10-13T10:04:00+01:00October 13, 2026|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

Marketing and business development assistants: Comparing roles and insights

At the recent PM Forum training workshop “Practical and Professional Skills for Marketing and Business Development (MBD) Assistants” we talked about many strategic and operational marketing and business development activities. Marketing and business development assistants: Comparing roles and insights  Similarities and differences in assistant roles Delegates had a variety of roles – some Read More

2026-10-02T08:43:19+01:00October 2, 2026|Accountants, Kim's Blog, Lawyers, Marketing|

Artificial Intelligence (AI) in marketing – An update

PM Forum introduced an “AI in marketing” workshop in September 2024 (see Key Insights from the AI in Marketing training by Optix at PM Forum) so I joined a session recently to see how things have changed. The session has been extensively updated – with the facilitator sharing updates from Read More

2026-09-28T17:47:12+01:00September 28, 2026|Accountants, Kim's Blog, Lawyers, Marketing, Property, Strategy|

How to build rapport – An essential guide

Whenever you meet new people – at social and networking events and in client and selling situations, you need to establish rapport. Establishing rapport is the foundation for a relationship. You need rapport when influencing and negotiating. And for effective coaching and therapeutic relationships. So what is rapport? And how Read More

Go to Top