At a recent MBL workshop “Pick up the phone! Client service and sales opportunities for professionals in the digital age” some key issues emerged: Telephone skills: Anxiety, voice, etiquette and the client experience. Anxiety around picking up the phone Delegates reported that they observed that there was more nervousness and Read More
To support delegates on networking training sessions, I like to review (and recommend if appropriate - see the list below) the latest books on the topic. This book was published in 2022 (so it’s post-Covid) and is subtitled “The art and practice of building authentic professional relationships”. The author is Read More
At last week’s campaigns workshop for PM Forum training we had a full house of delegates with a rare balance between legal, accountancy/actuarial, property/engineering and consultancy firms. This article summarises the key themes emerging and contributes to the learning resources pack of the delegates. Five questions from a campaign, thought Read More
This time last week (17th June) I was asked to join some other great speakers at the 75th MPF Retuning your firm online session. Richard Chaplin asked me to speak about psychology and business relationships. The intersection between the topics of relationship management and psychology is an area of particular Read More
The MBL workshop on Referrer and Intermediary Management earlier this week combined those in front-line fee-earning roles (e.g. employment and family solicitors) with those from marketing and business development in legal, tax, wealth management and property firms. Alongside generating new business directly from clients and developing existing client relationships, referrer Read More
