Telephone skills workshop – 11 key points

Last week I facilitated a half day MBL telephone skills workshop titled “Pick up the phone! Client service and sales opportunities for professionals in the digital age”.  Delegates included lawyers, property professionals, actuaries and risk management consultants. We considered both inbound calls (enquiry management) and outbound calls (proactive sales calls). Read More

Managing client complaints – Process, anger and apologies

Many firms – particularly since the rapid digital transformation resulting from the Covid crisis – are focussing on improving the User Experience (Ux) and Client Experience Management (CEM). But there are always occasions when things don’t go to plan, errors are made, expectations are not met or there are delays Read More

Reviewing books by legal and accounting clients – “Covid-19, residential property, equity release and enfranchisement” by Paul Sams and Louise Uphill and “Agile in Business – A guide for Company Leadership” by Robert Morley

I review a lot of books by people I don’t know. So it’s gratifying to read books by people I do know – and who also happen to be clients. Paul Sams and Louise Uphill at Dutton Gregory solicitors  on the impact of Covid-19 on residential property, equity release and Read More

2021-05-10T09:37:42+01:00May 10, 2021|Accountants, Kim's Blog, Lawyers, Property|
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