Relationship Management

Helping tax advisers sell their services – Be more detective

I was delighted when the Chartered Institute of Taxation (CIoT) Harrow and North London Branch  invited me back to present an evening session earlier this month. I had previously presented on “Social media for tax advisers” in 2013 . On this occasion my talk was on “Helping tax advisers sell Read More

12 thoughts on delegation, coaching and team management (2019)

At a recent Professional Marketing workshop on “Delegation, coaching and team management”  I asked delegates from a variety of roles and professional service firms to provide their one-word summary of the themes explored during the day. Here are their 12 thoughts on delegation, coaching and team management: 1. Be adaptive Read More

2020-01-22T10:28:48+00:00January 22, 2020|Kim's Blog, Management Skills, Relationship Management|

Six themes for Proactive Marketing and BD Executives (2019) – Careers, Communications, Difficulties, Goals, Expertise and Mind sets

At the recent Proactive Marketing Executive workshop by PM Forum https://www.pmforum.co.uk/training.aspx there were six themes for Proactive Marketing and BD executives – Careers, Communications, Goals, Difficulties, Expertise and Mind sets. 1. Take responsibility for your career development There was a lot of interest in career development. Some (larger) firms have Read More

2020-01-02T11:53:24+00:00January 2, 2020|Kim's Blog, Marketing, Relationship Management|
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