Lawyers

Change challenges – Culture, Communications and Clutter (change frameworks and stakeholder engagement)

At the recent PM Forum - PM Forum training workshop on “Supporting change” law and accountancy firm delegates progressed through three modules: individual change (psychological processes), organisational change and change processes and tools. Throughout the session there was delegate discussions and break out groups – a summary of which is Read More

2024-12-16T08:59:36+00:00December 16, 2024|Accountants, Kim's Blog, Lawyers, Management Skills, Strategy|

Proactive Marketing and Business Development Executives – Engage and Educate

It was a full house at PM Forum’s   “Proactive Marketing and Business Development Executive” online full day workshop with 18 enthusiastic delegates. They asked lots of brilliant questions and generously shared their insights and experiences with each other. Some were new to their MBD roles while many were considering how Read More

2024-12-08T11:13:42+00:00December 8, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

Private Client – Vision, Leadership, Plan, Engagement and Delegation

Last week’s MBL workshop on “How to manage and grow your private client practice” saw 100% delegates highly satisfied with the course overall, 100% highly satisfied with the trainer (that’s me!) and 100% highly satisfied with the course materials. One delegate commented: “Thank you very much - lots of food Read More

2024-11-28T14:08:03+00:00November 28, 2024|Kim's Blog, Lawyers, Management Skills, Marketing, Social Media|

Referrer management: Diagnosis, Aims, Strategies and Action Planning

There were both lawyers (solicitors and barristers) and accountants at last week’s MBL LearnLive training session on “Developing More Work from Referrers & Intermediaries“. (Future dates: Kim Tasso - MBL Seminars). Their key interests – whether in fee-earning or business development roles - were working with external referrers and the Read More

2024-11-22T08:53:46+00:00November 22, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Strategy|
Go to Top