Lawyers

Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Last week I facilitated MBL’s  full day training session on “Developing more work from referrers and intermediaries”. Delegates were from legal, accountancy and insolvency firms – both M&BD teams and fee-earners. The main takeaways for the delegates can be summarised with the following themes: Referrer management – Grading, Research, Discipline, Read More

2023-04-17T12:36:03+01:00April 17, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

Pitch points from a pitching and tendering training workshop

In early April I facilitated another of MBL’s training workshops on “Pitch Perfect - How to Prepare & Present Winning Pitches & Tenders” for legal and accounting firms. Whilst these sessions are typically attended by fee-earners hoping to improve their pitch confidence and success, on this occasion the delegates were Read More

2023-04-11T13:40:42+01:00April 11, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Selling, Statistics and trends|

Two 2023 financial benchmarks for law firms: The Law Society/Hazelwoods and the Institute of Legal Finance & Management (ILFM)/Crowe

I regularly review and summarise benchmark reports for law, accountancy, property and consultancy businesses. So here are two 2023 benchmarks for law firms: The Law Society/Hazelwoods and the Institute of Legal Finance & Management (ILFM)/Crowe. It’s interesting to compare the results from the two benchmarks. The Law Society and Hazelwoods Read More

2023-04-05T12:21:41+01:00April 5, 2023|Kim's Blog, Lawyers, Management Skills, Statistics and trends|

New Leadership Development Programme from the Managing Partners’ Forum – Consensus through Collaboration

I’m excited to announce that the Managing Partners’ Forum has just launched a series of six modules for an innovative leadership development programme for firm-wide leaders of small and medium sized professional services firms. Versions for divisional, functional and aspiring leaders are expected in 2024. I have supported Richard Chaplin Read More

2023-05-02T09:38:48+01:00March 30, 2023|Accountants, Kim's Blog, Lawyers, Management Skills|

Book review: Connected leadership – How professional relationships underpin executive success by Andy Lopata

I’ve read many books on professional relationships – and I’ve even written one myself (see Better Business Relationships book by Kim Tasso (Bloomsbury)). But I’m always on the look out for more that are relevant for professional services and practical. This book addresses networking (both in person and through social Read More

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