Last week I led another of MBL’s popular “How to manage and grow your private client practice” online (LearnLive) training sessions for a day. We covered a wide range of strategic, management, operational and business development topics. This article is for the benefit of the delegates who requested a summary Read More
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
I have prepared a short (8 minute) video on Strategy basics – Mission and vision statements with hedgehogs and helicopters. (Script) Hi, I’m Kim Tasso Today we are going to delve into mission and vision statements with helicopters and hedgehogs. We are going to think about why we are in Read More
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 It is surprising the number of them that either don’t have a business plan or have a plan that is out-of-date or that doesn’t Read More
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
