At the May MBL workshop on “Managing and Growing your Private Client Practice”, private client leaders from England, Scotland and Northern Ireland considered how to balance their day-to-day operational and longer term strategic management responsibilities. This post supplements the learning resources shared at the session. Private client leaders balance operational and Read More
At the end of January, I attended a PM Forum (with Icon and Managing Partners Forum) webinar where Alastair Beddow | LinkedIn of Meridian West presented the latest international benchmark results. In its 12th year – it obtains the opinions of around 100 CMOs from professional service firms. The panel Read More
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
