Delegation is a frequent topic of conversation with my clients - Whether it’s for freeing up the time of leaders, empowering new leaders, developing teams or working more efficiently/profitably. Traditional pyramid structures in professional service firms require that a senior person builds a team of junior people in order to Read More
In July 2017, I presented another of the successful MBL sessions on “Developing a private client practice”. As the nature and interests of the delegates – and the most pressing issues in the legal market – vary at each workshop, so the key points change. Here are the topics that Read More
At a recent training workshop on helping fee-earners with Key Account Management KAM – the delegates requested that I write about how to manage key client meetings. Further details of this course can be found here http://www.pmforum.co.uk/training.aspx What often happens My observation is that at the start of a Key Read More
Client Experience Management CEM is all the rage. It was the theme of last year’s Professional Marketing Forum conference, there have been fantastic PM Forum events by Paul English of Grant Thornton and other notable experts and I recently led PM Forum’s first training workshop on the topic. But it’s Read More
At a recent cross-selling and referrer management course we tackled: Cross-selling – The Big Questions. What are you trying to achieve? – Most firms have cross-selling initiatives. Many firms repeatedly launch new initiatives to improve cross-selling. However, the starting point has to be to set some clear goals about what you Read More
