Accountants

We’re all change managers in professional services

At a recent in-house training workshop on “Communication, conflict and negotiation” I explained about different personality, cognitive and relationship styles – and the mind set of fee-earning professionals. We considered how to adapt our approach so that we could create rapport and trust and forge strong relationships with fee-earners. This, Read More

CRM, sales pipeline, project management and collaboration system – Glasnost21 for small and medium firms

While most people know about the leading CRM systems for the professions (e.g. LexisNexis InterAction for lawyers), it’s always interesting to hear about other systems for small to medium sized firms whose needs are a little less sophisticated. Glasnost21 is produced by Antony Slumbers who specialises in the use of Read More

11 top tips on marketing and business development writing in the professions

Earlier today I ran a sold out half day “Marketing and business development writing workshop”    http://www.pmforum.co.uk/training/ in London with participants from across the professions in the UK. As always, I asked the delegates to tell me the most useful idea that they picked up during the session and here are Read More

2014-04-30T19:52:02+01:00April 30, 2014|Accountants, Kim's Blog, Lawyers, Marketing|

Integrating the sales pipeline and client relationship management

At the “Towards KAM – helping fee-earners with relationship management” session last week one of things generating most interest and discussion was the issue that while most firms had identified the stages in the sales or new business development process in their firms, few had achieved the same level of Read More

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