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

By |2021-03-30T20:37:15+01:00January 13, 2021|

Why do you need a business plan?

Many of the clients I work with in the legal, accountancy, property and other sectors are relatively small but fast-growing businesses with up to 30 owner-managers. It is surprising the number of them that either don’t have a business plan or have a plan that is out-of-date or that doesn’t Read More

By |2020-03-02T09:48:27+00:00March 2, 2020|

Book review: Legacy – What the All Blacks can teach us about the business of life by James Kerr (Leadership, culture, values and change management)

One of my property clients gave me a copy of this book to support a partner away day I was leading on authenticity, values and leadership. It’s a quick but interesting read so I thought – especially as I am proud Twickenham resident and a rugby fan - I’d provide Read More

By |2021-04-01T17:47:26+01:00January 10, 2020|

Leadership: Authenticity, values and culture

I was recently asked to facilitate a partner strategy session where the focus was on authenticity, values and culture. It was a highly interactive session with participants considering their personal values in a structured way before discussing them in peer groups. It was a softer parallel process alongside a more Read More

By |2019-08-13T10:19:40+01:00August 13, 2019|
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