Systems

System review: CogniClick for instant, personalised research reports using AI

CogniClick is a nifty system (backed by an expert team) to enable you to conduct fast, quick polls and pulse surveys amongst your clients and stakeholders and to also develop maturity assessments and similar thought leadership content. It has the potential to transform client communications, fast-track the generation of research Read More

2023-10-25T17:39:36+01:00October 25, 2023|Accountants, Kim's Blog, Lawyers, Marketing|

Book review: The Management Shift – How to harness the power of people and transform your organization for sustainable success by Vlatka Hlupic

I completed my MBA two decades ago although I consume the latest management books voraciously. This 2014 book by Professor Vlatka Hluplic didn’t appear on my radar but I had the privilege of meeting the author through my work with the Managing Partners Forum.  And I’m so glad that I Read More

2022-10-18T13:38:09+01:00October 18, 2022|Kim's Blog, Management Skills, Strategy|

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|
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