MBL

22 tips on being a persuasive writer in professional services

Lawyers (compliance, anti-trust, commercial litigation, personal injury) and marketing professionals joined me at a recent MBL workshop on writing . They engaged in writing exercises. And reviewed the copy of professional services firms. They created their own writing checklist – how to plan, write and review. Persuasive writing convinces the Read More

2023-08-14T10:07:26+01:00August 14, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Selling|

Boosting Your Confidence at Work – A Toolbox for Success (Be more swan)

Earlier in July I was excited to facilitate a new workshop with MBL on confidence. It was really well received by delegates from law and financial services firms well as from legal government departments. This post is intended as an additional learning resource for delegates. Poll results are shown below. Key Read More

2023-07-17T09:04:48+01:00July 17, 2023|Kim's Blog, Management Skills|

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|

Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Last week I facilitated MBL’s  full day training session on “Developing more work from referrers and intermediaries”. Delegates were from legal, accountancy and insolvency firms – both M&BD teams and fee-earners. The main takeaways for the delegates can be summarised with the following themes: Referrer management – Grading, Research, Discipline, Read More

2023-04-17T12:36:03+01:00April 17, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

Pitch points from a pitching and tendering training workshop

In early April I facilitated another of MBL’s training workshops on “Pitch Perfect - How to Prepare & Present Winning Pitches & Tenders” for legal and accounting firms. Whilst these sessions are typically attended by fee-earners hoping to improve their pitch confidence and success, on this occasion the delegates were Read More

2023-04-11T13:40:42+01:00April 11, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Selling, Statistics and trends|
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