Accountants

Relationship and referrer management – Piggybacks, Ghosting, Ridealongs, Swapsies and Orange Crates

I regularly run training courses – both on public sessions and in-house – on relationship and referrer management. At a recent session presented through MBL Seminars, we explored some of the more popular techniques for relationship and referrer management whether for internal or external referrers. Piggybacking – Rather than mount Read More

2017-12-13T13:19:50+00:00December 13, 2017|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

Professional Marketing Conference Report 2017 – Client focus, technology and disruption

The 22nd Annual Professional Marketing Conference titled “Sharpen your client focus”  http://www.pmforum.co.uk/conference.aspx  took place in September 2017. It was a fine line-up of speakers and sessions including: Andrew Grill of IBM (a practical futurologist) talking about digital disruption, influencer marketing and the importance of LinkedIn for building personal brands An Read More

Building a personal brand – Key Person of Influence by Daniel Priestley

At the 2017 Professional Marketing Conference http://www.pmforum.co.uk/conference.aspx Daniel Priestley, co-founder of Dent and author of the book “Key Person of Influence – the Five Step Model of the most highly valued and highly paid people in your industry” presented one of the overview sessions on personal effectiveness. In essence, his Read More

International relationship management – Highlights from a talk by Allan Evans at BDO accountants

At the 2017 Professional Marketing Conference http://www.pmforum.co.uk/conference.aspx , Allan Evans, Global Head of Business Development and Marketing at BDO International provided a fascinating talk on adapting to cultures for international relationship management. Allan started with an array of quotes, facts and figures that demonstrated that even small professional service firms Read More

Change management – Millennials, metaphors and resistance

These three themes – Millennials, metaphors and resistance - arose during the most recent MBL change management for professional service firms training course https://www.mblseminars.com/Outline/Tackling-Change-Management---A-Workshop-for-Professional-Practices/8417 Millennials and change management One of the key topics of conversation was that the younger generation have a different outlook and approach which can prove challenging Read More

2021-09-12T19:16:33+01:00October 10, 2017|Accountants, Kim's Blog, Lawyers, Management Skills, Property, Strategy|
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