I regularly scan for research reports that can be used by professional service firms (lawyers, accountants and surveyors) when conducting their business analysis and business, financial and marketing planning. I share summaries of key reports to assist firms with their planning. The MHA Legal Benchmarking Annual Report 2020 (8th) covers Read More
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
