Accountants

Referrer and intermediary management – Internal information systems

At recent referrer and intermediary management training sessions the topic of information systems to was discussed. Whilst there is a host of excellent technology solutions available to larger firms, some within integrated accounts systems and others in standalone CRM systems, many professionals prefer to get the relevant behaviours established and Read More

2015-12-11T11:28:02+00:00December 11, 2015|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

12 tips from a coaching and mentoring skills course (2015)

A dozen directors and managers from professional service firms joined me on the PM Forum’s “Developing your coaching and mentoring skills” experiential training session this week. http://www.pmforum.co.uk/training/  It was a great day – and we particularly enjoyed the role plays of coaching sessions with team members and fee-earners which provided Read More

2015-12-11T15:43:49+00:00December 10, 2015|Accountants, Kim's Blog, Lawyers, Management Skills|

Dear fee-earner, Love from Leeds: Why you should allow your marketing and business development team to help you to develop campaigns

I was delighted to be invited by the Yorkshire Committee of the PM Forum (http://www.pmforum.co.uk/)  to lead a lunchtime session (hosted by DLA Piper in Leeds and organised by Amit Champaneri) on planning and campaign management. I was even more delighted to find that over 50 folk turned up to hear Read More

2015-12-05T13:29:33+00:00December 5, 2015|Accountants, Kim's Blog, Lawyers, Marketing, Property, Selling, Strategy|

10 steps to create a business development campaign

At a recent CLT course on “Business Development for Lawyers” I asked delegates (many of whom where insolvency experts) what they would most like as a follow up blog post. They asked for something that pulled everything together on developing a marketing and business development campaign. This is a topic Read More

2015-11-13T12:45:19+00:00November 13, 2015|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Strategy|
Go to Top