At this week’s change management for professional practices workshop, I welcomed delegates from legal, accountancy and property firms. Their roles included managing partner, head of HR, operations manager, lawyer and property management team leader. Their change challenges included new technology adoption, shifting from dedicated to centralised services, succession, team performance Read More
This post summarises some of the key themes emerging from the recent online MBL “How to manage and grow your private client practice” full day session . It is intended to supplement the learning resources for delegates provided on the day – delegate aims, poll results and takeaways are shown Read More
This article was published in the latest edition of PM Forum Magazine. PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback. The event took place on September 29th 2022. After two years online, you could feel the excitement of being face-to-face with 150 people in Read More
Delegates on my coaching training sessions often ask for recommendations of good books on coaching and this is a mature, comprehensive and challenging exploration of what it takes to be a great coach. So here is a book review of Coaching skills: A handbook by Jenny Rogers. It was first Read More
Last week there was almost a full house at the PM Forum’s workshop on “Assertiveness, impact and effectiveness for marketing and business development assistants and executives”. Delegates were from legal, accounting and actuarial firms in a variety of roles including marketing, business development, digital, graphic design, events and client services Read More
