Accountants

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|

Book Review: Smarter selling – Next generation sales strategies to meet your buyer’s needs every time by Keith Dugdale and David Lambert

I am often asked to recommend books on sales and selling – both for beginners and experienced practitioners. There are so many to choose from – I’ve read hundreds, reviewed a fair few and even written a couple. So I've done a series of reviews (other recommended sales books are Read More

2022-05-06T16:10:33+01:00May 6, 2022|Accountants, Kim's Blog, Lawyers, Relationship Management, Selling|

Insights on pitching – Online, virtual, productivity, confidence and procurement (December 2021)

I recently reviewed all the articles in Professional Marketing magazine  on pitching. And I’ve highlighted the key points here of the latest insights on pitching – Online, virtual, productivity, confidence and procurement. Online pitching In October 2021, Michael Fleming (Kissing with Confidence) argued that whether in the room or on Read More

2021-12-29T10:59:33+00:00December 29, 2021|Accountants, Kim's Blog, Lawyers, Marketing, Selling|
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