Proactive Marketing and BD Executive – Data, Reach, Qualifications, Skills, Metaphors, Relationships and Confidence (April 2021)

The 18 delegates at the April PM Forum day workshop on “The Proactive Marketing and Business Development Executive”  were evenly split between legal and accountancy firms with a slight majority from law firms. Throughout the day there was lots of interaction through polls, break out exercises and discussion. Here I Read More

2021-04-22T15:28:08+01:00April 22, 2021|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

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

Soft skills: Introduction to coaching – Three frameworks (Video)

I have produced a 10 minute video on soft skills: Introduction to coaching – Three frameworks. This includes an overview of John Whitmore’s GROW model, the OCM’s SMILE model and the compassionate coaching movement’s Intentional Change Theory (ICT). The video also considers the range of soft skills needed for effective Read More

2021-03-31T15:51:21+01:00June 1, 2020|Kim's Blog, Management Skills, Relationship Management|

Book review: Nudge: Improving decisions about health, wealth and happiness by Richard H Thaler and Cass R Sunstein

Behavioural science is a popular topic at the moment and “Nudge: Improving decision about health, wealth and happiness” was published back in 2008. It has particular resonance in professional services as co-author Sunstein is a professor at an American law school. The basic premise is that we do not decisions Read More

2019-10-24T12:44:20+01:00October 24, 2019|Kim's Blog, Management Skills, Relationship Management|