I was delighted when the Chartered Institute of Taxation (CIoT) Harrow and North London Branch invited me back to present an evening session earlier this month. I had previously presented on “Social media for tax advisers” in 2013 . On this occasion my talk was on “Helping tax advisers sell Read More
At a recent Professional Marketing workshop on “Delegation, coaching and team management” I asked delegates from a variety of roles and professional service firms to provide their one-word summary of the themes explored during the day. Here are their 12 thoughts on delegation, coaching and team management: 1. Be adaptive Read More
In April, the delegates at the Client Experience Management (CEM) workshop at Professional Marketing Forum https://www.pmforum.co.uk/training.aspx identified the following nine takeaways: 1. Adopt the client’s perspective Whilst it is easy to see the business benefits of a Client Experience Management programme in terms of consistency of quality and care, it Read More
This article “A model to enhance business relationships” was published in the March 2019 edition of Ambition (the magazine of the Association of MBAs). It describes the DACRIE model which is the basis of the book by Kim Tasso “Better Business Relationships – Insights from psychology and management for working Read More
At a recent training workshop we considered: What marketing and business development assistants would like to say to their fee-earners. The assistants know that they have to work hard to understand what their fee-earners do and who they do it for – they must develop empathy with their fee-earners and Read More
