Telephone skills workshop – 11 key points

Last week I facilitated a half day MBL telephone skills workshop titled “Pick up the phone! Client service and sales opportunities for professionals in the digital age”.  Delegates included lawyers, property professionals, actuaries and risk management consultants. We considered both inbound calls (enquiry management) and outbound calls (proactive sales calls). Read More

Three referrer management themes – Plans, Relationships and Communication

At the recent MBL “Developing More Work from Referrers & Intermediaries” full day digital workshop what emerged from delegate discussions were three referrer management themes – Plans, Relationship and Communication.  Agree targets and plans It became apparent early in the session that there was a need for different levels of Read More

Book review: Digital Body Language – How to build trust and connection no matter the distance by Erica Dhawan

A shorter version of this book review: Digital Body Language – How to build trust and connection no matter the distance by Erica Dhawan was published in the Summer 2021 edition of Professional Marketing Magazine  which is sent free to members of the Professional Marketing Forum.  Overview I was excited Read More

2021-06-30T16:20:38+01:00June 30, 2021|Kim's Blog, Management Skills, Relationship Management|

Managing client complaints – Process, anger and apologies

Many firms – particularly since the rapid digital transformation resulting from the Covid crisis – are focussing on improving the User Experience (Ux) and Client Experience Management (CEM). But there are always occasions when things don’t go to plan, errors are made, expectations are not met or there are delays Read More

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