Managing and growing your private client practice (January 2021)

In early January, over 20 delegates joined an MBL online training session on “Managing and growing your private client practice”. This article shows the poll results and summarises the points arising from the discussions and breakout sessions and supplements the materials provided at the session. Introductions 55% of the delegates Read More

Improve your strategic thinking – Seven insights (2020)

At the beginning of 2020 at a “Being more strategic” workshop by the Professional Marketing Forum  the delegates – from a variety of legal, accountancy, property and consultancy firms – reflected on how to improve strategic thinking both in themselves and their firms. A further session is imminent and I Read More

2020-06-22T12:16:35+01:00June 22, 2020|Kim's Blog, Management Skills, Marketing, Strategy|

Why do you need a business plan?

Many of the clients I work with in the legal, accountancy, property and other sectors are relatively small but fast-growing businesses with up to 30 owner-managers. It is surprising the number of them that either don’t have a business plan or have a plan that is out-of-date or that doesn’t Read More

2020-03-02T09:48:27+00:00March 2, 2020|Accountants, Kim's Blog, Lawyers, Management Skills, Property, Strategy|

Commerciality – Finance, pricing, innovation and research

Earlier this year we ran the first “Commerciality – Finance, Pricing, Innovation and Research” workshop through Professional Marketing Forum. https://www.pmforum.co.uk/training.aspx.  I am delighted to report that the consensus was that it was a success (even though we have some tweaks to make to the timing for all the group exercises). Read More

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