Managing enquiries

Telephone skills: Anxiety, voice, etiquette and the client experience

At a recent MBL workshop “Pick up the phone! Client service and sales opportunities for professionals in the digital age” some key issues emerged: Telephone skills: Anxiety, voice, etiquette and the client experience. Anxiety around picking up the phone Delegates reported that they observed that there was more nervousness and Read More

2022-09-22T13:24:12+01:00September 22, 2022|Kim's Blog, Marketing, Selling|

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

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