Business relationships

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|

The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Just before Easter I spent a day facilitating the popular PM Forum training workshop “The Proactive M&BD Executive”. With a full house of marketing and business development executives from legal and accountancy firms across the UK it was an interactive, valuable and fun day (Thank you delegates for your spirited engagement Read More

2023-04-12T18:25:44+01:00April 12, 2023|Kim's Blog, Marketing, Social Media|

Referrer Management Strategies – Rationale and Challenges

At the MBL  online workshop “Developing more work from referrers and intermediaries” just before Christmas all delegates were from law firms (specialisms included employment, employee share ownership, media litigation, commercial litigation and family law and one firm was offshore), and most were in client service delivery roles. The delegate poll Read More

Book review – Great networking by Alisa Grafton

To support delegates on networking training sessions, I like to review (and recommend if appropriate - see the list below) the latest books on the topic. This book was published in 2022 (so it’s post-Covid) and is subtitled “The art and practice of building authentic professional relationships”. The author is Read More

A general law of interpersonal relationships?

This time last week (17th June) I was asked to join some other great speakers at the 75th MPF Retuning your firm online session.  Richard Chaplin asked me to speak about psychology and business relationships. The intersection between the topics of relationship management and psychology is an area of particular Read More

2022-06-29T08:27:20+01:00June 24, 2022|Kim's Blog, Management Skills, Relationship Management, Selling|
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