Accountants

Complex sales processes made simple – Co-ordinate, Connect, Conversations, Curiosity, Consistency and Conversion

Delegates from legal, accountancy and pensions firms attended last week’s “Selling Processes and Sales Skills for Marketing and BD Professionals” workshop by PM Forum. We explored the processes supporting complex sales cycles. A key theme was educating fee-earners – especially to manage expectations about the length of the sales cycle Read More

Business Development Coaching Insights

At next week’s 29th Annual PM Forum Conference 2024 - PM Forum I’m presenting on coaching alongside Richard Chaplin | LinkedIn and Keith Hardie | LinkedIn. I thought it would be helpful to do a round-up of recent coaching articles which focus on business development. I’ve mostly drawn from PM Read More

How to create a digital marketing strategy in a professional services firm

It was great to welcome the Optix Solutions team to deliver its first online training session for PM Forum  on 4th September. This new session “Creating a Leading Digital Marketing Strategy” guided delegates through the process of creating and implementing a digital marketing strategy. It comprised three elements: a) digital Read More

Book review – Mentoring: A complete guide to effective mentoring by Dr Ruth Gotian and Andy Lopata

I’ve reviewed many books on coaching and mentoring over the years. This Financial Times Guide was published in Spring 2024 and is particularly attractive to leaders who want to understand the value of mentoring in the workplace. It will be valuable to human resources professionals who implement or improve their Read More

2024-10-07T15:09:49+01:00September 2, 2024|Accountants, Kim's Blog, Lawyers, Management Skills, Relationship Management|
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