Lawyers and tax advisers attended the recent MBL workshop on “Pick up the Phone – Client service and sales opportunities for professionals”. This article forms part of the learning resources for the session. Future workshops are listed at Kim Tasso - MBL Seminars. Telephone skills – Focus on the caller’s Read More
I thought you might appreciate some highlights from the recent PM Forum workshop “Cross-selling and referrer management accelerator”. Delegates represented real estate, litigation, social housing, accountancy and insolvency teams. They variously targeted commercial organisations, professional practices and private client markets - some internationally. Some had sophisticated and established referral programmes whilst others Read More
Former leaders have valuable lessons to share. Although by the time they have reflected, they have left the firm and it’s sometimes too late to pass on that those hard-won insights to the next generation of leaders. So this is the first in a series on lessons from former leaders. Read More
This post summarises some of the key themes emerging from the recent online MBL “How to manage and grow your private client practice” full day session . It is intended to supplement the learning resources for delegates provided on the day – delegate aims, poll results and takeaways are shown Read More
The Great Resignation arrived somewhat early in the marketing and business development (M&BD) teams of professional services firms (PSF) after Covid. There was a dizzying whirl of junior and senior professionals moving firms – some pushed by the behaviour of firms during lockdown and others pulled to the attractions of Read More
