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Private client commercial conversations

At a recent business conversation skills session, private client and family lawyers asked about the nature of commercial conversations with individual clients (as opposed to business clients). These private clients are often high net worth (or ultra high net worth). So here are some thoughts on private client commercial conversations. Read More

2024-03-27T10:19:03+00:00March 27, 2024|Kim's Blog, Lawyers, Relationship Management, Statistics and trends|

Managing Partners’ Forum – Highlights from the Advisory Board Meeting September 2023

The Managing Partners' Forum (mpfglobal.com) holds quarterly meetings of its Advisory Board where senior leaders discuss issues pertinent to the professional services sector. Updates are provided by Richard Chaplin, Jon Geldart and John Rowland together with the chairs of the Forum’s specialist groups: Management Teams Together; Finance & Operations; Strategy Read More

2023-09-29T10:00:34+01:00September 29, 2023|Accountants, Kim's Blog, Lawyers, Management Skills, Statistics and trends|

Context and curiosity drive commerciality and pricing

This week’s PM Forum training workshop “Commerciality: Finance, Pricing, Innovation and Research” was attended by delegates from law, accountancy and insolvency firms. As well as marketing and business development executives and managers there were also those in specialist pricing and bid roles.  Thanks to Simmons & Simmons for hosting the Read More

Book review: All you need to know about commercial awareness by Christopher Stoakes

I facilitate various workshops designed to increase commercial awareness. For young professionals. And it’s good to be able to recommend reliable sources of information at those sessions. This short (130 pages) information-packed book was revised in 2019. And I commend it to those looking to initiate their commercial awareness journey. Read More

2023-08-24T15:46:17+01:00August 24, 2023|Kim's Blog, Management Skills|

Be more strategic – PESTLE, Positioning and Plans

At the “Being more strategic” PM Forum workshop a week or so ago, half of the delegates were in management roles. Many were attached to specific practice groups and some had firm-wide roles. This post picks up on some of the emerging themes and shares the delegate polls as an Read More

2022-12-22T15:49:06+00:00December 22, 2022|Kim's Blog, Marketing, Statistics and trends, Strategy|
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