In early January, over 20 delegates joined an MBL online training session on “Managing and growing your private client practice”. This article shows the poll results and summarises the points arising from the discussions and breakout sessions and supplements the materials provided at the session. Introductions 55% of the delegates Read More
I’m making the final preparations for the first online presentation of the popular “How to manage and grow your private client practice” which takes place on 11th January 2021. I’m updating everything to reflect the lessons learned as we adapted to the Covid pandemic and highlighting some recent private client Read More
It was great to see so many people on the December digital presentation of the popular MBL “Developing more work from referrers and intermediaries” workshop – there were representatives from law, accountancy, insolvency and engineering firms. Here are the highlights from a referrer management workshop. Amongst the aims of the Read More
Todays’ video explores change management basics – both from individual (psychology) and organisational (business) perspectives. (Video script) I’m Kim Tasso. Today we are going to look at some core ideas around change management. We all experienced massive change during Covid – because we had to. But without a major crisis Read More
This leader article – the impact of Covid on marketing and business development - appeared in Professional Marketing magazine Winter 2020 edition. Rather than wallow in the awful cost of Covid19, I wanted to reflect on its positive impact on professional services marketing and business development. The pandemic has bridged Read More
