Accountants

Telephone skills for lawyers and accountants – Confidentiality, client experience, accents and gatekeepers

There have been many requests recently for inhouse training on telephone skills to support client service and selling both for fee-earners and support staff. Earlier in April I ran a public MBL “Pick up the phone – Client service and sales opportunities for professionals in the digital age” online training Read More

2023-04-24T13:08:10+01:00April 24, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

Marketing technology system review – Informanagement integrated content and distribution system for accountancy and legal firms

One of my accountancy clients alerted me to a provider of content (The content provider for accountancy firms - Informanagement) which also provides legal content to small and medium firms in The Netherlands. It also provides content to law firms in The Netherlands and is about to extend the service Read More

2023-02-22T15:30:48+00:00February 22, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Social Media, Web Sites|

Referrer and Intermediary Management – Silos, Targets and Culture

At the end of January, I enjoyed meeting delegates (at the Novotel at Tower Hill) on the MBL  “Developing more work from referrers and intermediaries” workshop. There were architects, bankers, accountants, forensic investigators, insolvency practitioners, lawyers, pension advisers and tax experts who had a range of areas of expertise including Read More

2023-02-09T11:49:07+00:00February 9, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Property, Relationship Management|

Valuable resource on change management – The Association of Change Management Professionals (ACMP) Standard for Change Management

I have reviewed several books on change management (see the list below) to support those attending training workshops on change management. This free online resource of 70 pages should be added as a valuable resource on change management – The Association of Change Management Professionals (ACMP) Standard for Change Management Read More

2024-11-28T16:33:49+00:00August 11, 2022|Kim's Blog, Management Skills, Strategy|

Five questions from a campaign, thought leadership and project management workshop

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

2022-06-27T09:21:28+01:00June 27, 2022|Kim's Blog, Marketing, Relationship Management, Selling, Strategy|
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