Sales training

Referrer Management – Capacity and Capability

This article is a summary of the conversation and key takeaways from a workshop in London for MBL.  Delegates included both partners and business development professionals (some with a banking background) from law firms (employment, criminal, disputes, offshore), accountancy practices (audit, forensic, insolvency and restructuring and financial services. Some were Read More

Preparing M&BD professionals for the future – learning, skills and knowledge transfer

At the 28th PM Forum Annual Conference  in September I (in my capacity as Head of Training and Learning Transfer of the Managing Partners’ Forum and PM Forum), co-presented breakout sessions with Julie McConnell of international law firm White & Case. Our focus was on the accelerating change in the Read More

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|

Five questions from a campaign, thought leadership and project management workshop

At last week’s campaigns workshop for PM Forum training  we had a full house of delegates with a rare balance between legal, accountancy/actuarial, property/engineering and consultancy firms. This article summarises the key themes emerging and contributes to the learning resources pack of the delegates. Five questions from a campaign, thought Read More

2022-06-27T09:21:28+01:00June 27, 2022|Kim's Blog, Marketing, Relationship Management, Selling, Strategy|
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