Kim’s Blog

Pick up the phone – Who answers calls, how do you train people on call handling and how do you improve conversion rates?

There were delegates from legal and accounting firms at the training session on “Pick up the Phone – client service and sales opportunities for professionals in the digital age” MBL this week. Delegates were in management, marketing and fee-earning roles. This post summarises the main points raised and is a Read More

2024-04-12T15:07:18+01:00April 12, 2024|Accountants, Lawyers, Marketing, Relationship Management, Selling|

Book Review: The Tools – Five life-changing techniques to unlock your potential by Phil Stutz and Barry Michels

I wasn’t a huge fan of the uncomfortable Netflix documentary featuring Phil Stutz and Jonah Hill (who says the therapy changed his life): Jonah Hill’s Therapist Documentary: The Tools from ‘Stutz’ - Netflix Tudum. But I was intrigued by the calm, wise words of this veteran psychiatrist and his down-to-earth Read More

2024-04-09T08:41:47+01:00April 9, 2024|Kim's Blog, Relationship Management|

Personal transitions: Retiring from a senior leadership role – the other side of succession

Former leaders have valuable lessons to share. Although by the time they have reflected, they have left the firm and it’s sometimes too late to pass on that those hard-won insights to the next generation of leaders. So this is the first in a series on lessons from former leaders. Read More

2024-04-03T14:24:50+01:00April 2, 2024|Kim's Blog, Lawyers, Management Skills, Relationship Management|

Private client commercial conversations

At a recent business conversation skills session, private client and family lawyers asked about the nature of commercial conversations with individual clients (as opposed to business clients). These private clients are often high net worth (or ultra high net worth). So here are some thoughts on private client commercial conversations. Read More

2024-03-27T10:19:03+00:00March 27, 2024|Kim's Blog, Lawyers, Relationship Management, Statistics and trends|
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