Aims

Private Client – Vision, Leadership, Plan, Engagement and Delegation

Last week’s MBL workshop on “How to manage and grow your private client practice” saw 100% delegates highly satisfied with the course overall, 100% highly satisfied with the trainer (that’s me!) and 100% highly satisfied with the course materials. One delegate commented: “Thank you very much - lots of food Read More

2024-11-28T14:08:03+00:00November 28, 2024|Kim's Blog, Lawyers, Management Skills, Marketing, Social Media|

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|

Be more strategic – A metaphor: Analyse, join and align the dots

At the start of March, there was an online PM Forum workshop on “Being more strategic”. Delegates were from legal and accountancy firms with roles as varied as marketing, digital marketing, business development, PR and key accounts (executives, managers and a director). Below is a summary of the key themes Read More

2023-03-06T11:22:47+00:00March 6, 2023|Kim's Blog, Marketing, Strategy|

Don’t try to eat the white elephant whole – thoughts on change management and leadership

At the recent “Change management and leadership” workshop run by Professional Marketing Forum https://www.pmforum.co.uk/training.aspx we experimented with different tools and techniques to help lead and manage change. But one thing that the delegates focused on was “Don’t try to eat the white elephant whole”. Let me explain our thoughts on Read More

2021-04-30T17:17:53+01:00November 18, 2019|Kim's Blog, Management Skills, Relationship Management, Strategy|

How to facilitate groups

“A team is not a group of people who work together, it is a group of people who trust each other” (Simon Sinek). As social creatures, you’d think that if you put us together in a group we would all just get on, share our thoughts and tackle the task Read More

2019-10-02T09:29:42+01:00October 2, 2019|Kim's Blog, Management Skills, Relationship Management|
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