Research

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

Professional Services thought leadership update – FTI, Bidwells, Grist and Fieldfisher (November 2020)

A round up of recent media mentions of thought leadership campaigns in professional services. Professional Services thought leadership update - FTI, Bidwells, Grist and Fieldfisher. I’ve added my thoughts on recent campaigns which we use in thought leadership training workshops. Award-winning thought leadership campaign at FTI (June 2020) FTI Consulting Read More

2020-12-16T15:51:44+00:00November 25, 2020|Kim's Blog, Lawyers, Management Skills, Marketing, Property, Statistics and trends|

Selling Basics – Detectives and DMUs (Video) and recommended books on selling

Todays' short (eight minute) video covers some core ideas in business-to-business (B2B) sales. It considers the need to undertake research before approaching a prospective client and how the research continues when you first make contact. The idea is to "be more detective" to learn about your prospect. It then explores Read More

2024-01-24T15:52:01+00:00October 30, 2020|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|
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