Relationship Management

Getting what you want and how to say “No” – Assertiveness skills

In many of the courses I run for the Professional Marketing Forum http://www.pmforum.co.uk/training.aspx, the topic of assertiveness arises. Sometimes this relates to people needing the confidence to speak up and share ideas or to challenge requests. Often it relates to finding ways to decline or modify inappropriate requests – how Read More

2017-03-15T10:10:31+00:00March 15, 2017|Kim's Blog, Management Skills, Relationship Management|

Referrer management strategies: Plan, target, focus, research, relationship, add value and let go (Manchester, 2016)

Recently in Manchester, I was joined by accountants, lawyers and insolvency practitioners for the MBL  referrer management training workshop on “Developing more work from referrers and intermediaries”. Here are the delegates’ views of the highlights. Plan – Back to basics  Most firms have referrer management programmes and activities – but Read More

New lead generation and intelligence system for targeting high net worth private clients – An overview of NETZ

Following a networking introduction from a lawyer at Keystone Law (Thank you!) I had the pleasure of meeting Frank Bertele, former adviser at UBS and director of start-up company NETZ. We had a chat and a demo of the system at the WeWork co-working base in the City of London. Read More

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