Accountants

Referrer Management Strategies – Rationale and Challenges

At the MBL  online workshop “Developing more work from referrers and intermediaries” just before Christmas all delegates were from law firms (specialisms included employment, employee share ownership, media litigation, commercial litigation and family law and one firm was offshore), and most were in client service delivery roles. The delegate poll Read More

Enhancing your soft skills in 2023?

Where did 2022 go? It seemed to fly past. So now we are looking at how we might do things differently and better in 2023. One task will be to plan your self-development – particularly with regards to enhancing your soft skills in 2023. Here’s some inspiration to get you Read More

PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback

This article was published in the latest edition of PM Forum Magazine. PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback. The event took place on September 29th 2022. After two years online, you could feel the excitement of being face-to-face with 150 people in Read More

2022-11-18T16:43:51+00:00November 18, 2022|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

Nine insights: Sales processes and selling skills for targeting and meetings

Last week, we welcomed UK and international delegates to a PM Forum digital workshop on “Selling Processes and Sales Skills for Marketing and BD Professionals”. There were equal numbers of delegates from law and accountancy firms who had various roles: business development, pitching, key client management, cross-selling and external referrer Read More

2022-10-24T10:03:34+01:00October 24, 2022|Accountants, Kim's Blog, Lawyers, Relationship Management, Selling|

Hooks, Headlines and Hard-Wired Words: 11 ideas for better writing

From the offices of our hosts (Thank you firm Boodle Hatfield!) we looked out at the iconic building (nicknames including The Vase, The Boomerang and The Beer Gut). Marketers from law, accountancy, engineering and property firms joined a PM Forum workshop to share ideas on how to improve our writing. Read More

2022-10-17T11:51:30+01:00October 17, 2022|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Selling|
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