Accountants

Referrer management: Diagnosis, Aims, Strategies and Action Planning

There were both lawyers (solicitors and barristers) and accountants at last week’s MBL LearnLive training session on “Developing More Work from Referrers & Intermediaries“. (Future dates: Kim Tasso - MBL Seminars). Their key interests – whether in fee-earning or business development roles - were working with external referrers and the Read More

2024-11-22T08:53:46+00:00November 22, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Strategy|

Change Management – Ted Lasso leadership lessons, emotions and coaching skills

Managing partners, heads of transformation and functional leaders joined a MBL “Tackling change management – a workshop for professional practices” full day workshop in London last week. It was great that law firms, accountancy firms and surveying firms were represented – as the challenges are similar. It was an intense Read More

2024-09-09T16:28:09+01:00May 3, 2024|Accountants, Kim's Blog, Lawyers, Management Skills, Property, Strategy|

Market research: Professional services benchmark and accountancy profession statistics

I regularly scan the media for information relevant to professional services benchmarks and market updates. I share some of my findings to support marketers who are conducting PESTLE, competitor and commercial analyses. Here is a professional services benchmark from Unit4 and some data on the accountancy profession. Professional Services – Read More

2023-09-07T16:25:52+01:00September 7, 2023|Accountants, Kim's Blog, Statistics and trends|
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