Reviewing books by legal and accounting clients – “Covid-19, residential property, equity release and enfranchisement” by Paul Sams and Louise Uphill and “Agile in Business – A guide for Company Leadership” by Robert Morley

I review a lot of books by people I don’t know. So it’s gratifying to read books by people I do know – and who also happen to be clients. Paul Sams and Louise Uphill at Dutton Gregory solicitors  on the impact of Covid-19 on residential property, equity release and Read More

2021-05-10T09:37:42+01:00May 10, 2021|Accountants, Kim's Blog, Lawyers, Property|

Proactive Marketing and BD Executive – Data, Reach, Qualifications, Skills, Metaphors, Relationships and Confidence (April 2021)

The 18 delegates at the April PM Forum day workshop on “The Proactive Marketing and Business Development Executive”  were evenly split between legal and accountancy firms with a slight majority from law firms. Throughout the day there was lots of interaction through polls, break out exercises and discussion. Here I Read More

2021-04-22T15:28:08+01:00April 22, 2021|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

Managing a surveying practice – Resource management

At the recent digital workshop on “Managing & Marketing a Profitable Surveyors’ Practice” this was found to be the key issue in managing a surveying practice – resource management. Without more people in the practice the leaders were constantly fire-fighting and doing the client work so had little time to Read More

2021-04-11T13:08:04+01:00April 11, 2021|Kim's Blog, Management Skills, Marketing, Property, Strategy|

Legal marketing case study – Clark Hill redesigns its marketing and BD team

In September, the international senior marketing and business development team at Clark Hill  presented a webinar for the Professional Marketing Forum. The topic was “Clark Hill redesigns its marketing and BD team”. The work to re-imagine its marketing and business development (M&BD) team won Clark Hill the Best Marketing Initiative Read More

2021-04-01T17:26:56+01:00January 28, 2021|Kim's Blog, Lawyers, Management Skills, Marketing, Strategy|

Pitch Points – Five thoughts from a pitching and tendering workshop (January 2021)

I facilitated a full day online pitching and tendering workshop for MBL covering: policies, processes, research, sales strategy, selling skills, documents, presentation (content and delivery), post pitch actions and tendering metrics. Delegates were from legal and insolvency firms. There was a huge amount discussed during the lectures, exercises and polls Read More

2021-03-30T23:08:43+01:00January 22, 2021|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|
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