Accountants

New lead generation and intelligence system for targeting high net worth private clients – An overview of NETZ

Following a networking introduction from a lawyer at Keystone Law (Thank you!) I had the pleasure of meeting Frank Bertele, former adviser at UBS and director of start-up company NETZ. We had a chat and a demo of the system at the WeWork co-working base in the City of London. Read More

Selling – The vital role of research in the pitch process

At a recent PM Forum training session “Helping your fee-earners prepare the perfect pitch” (http://www.pmforum.co.uk/training/) we focused on how research is a vital to pitch success – both for marketing and business development professionals to add value to the pitch process and to develop differentiating and compelling value propositions for Read More

2016-10-14T11:35:28+01:00October 14, 2016|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

Book review: The leader’s guide to negotiation by Simon Horton

I’ve read a lot of books on negotiation. And this 270-page “leader’s guide to negotiation – how to use soft skills to get hard results” by Simon Horton is up there with my favourites. It’s stuffed full of research and useful insights from psychology. It provides a plethora of helpful Read More

Bottlenecks, bulldozers and caught in the cross-fire – Highlights from a stakeholder management and buy-in session (2016)

These were just a few of the themes igniting the passions of marketing and business development people from professional service firms at the recent PM "Stakeholder management and buy-in" training workshop. I think it’s fair to say that there was a little therapy going on before we got down to business Read More

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