Accountants

Persuasive writing – Mindset, audience, headlines, key points and stories

At the October PM Forum writing workshop  we welcomed delegates from law, accountancy and forensic firms to the City offices of Simmons & Simmons (thank you for hosting!). The workshop covered writing basics, the psychology of persuasive writing and how best to adapt to different media and channels. We explored Read More

2023-10-20T09:04:04+01:00October 20, 2023|Accountants, Kim's Blog, Lawyers, Marketing|

Telephone call challenges: Emotions, data, selling and follow up

Accountants, lawyers, paralegals, patent attorneys and financial advisers (both professional advisors and dedicated business development professionals) joined me at an MBL workshop on telephone skills for client service and selling. We explored the fundamentals of relationships, managing inbound calls and planning outbound calls. This article supplements the learning resources from Read More

2023-10-19T15:00:13+01:00October 19, 2023|Accountants, Kim's Blog, Lawyers, Relationship Management, Selling|

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

Managing Partners’ Forum – Highlights from the Advisory Board Meeting September 2023

The Managing Partners' Forum (mpfglobal.com) holds quarterly meetings of its Advisory Board where senior leaders discuss issues pertinent to the professional services sector. Updates are provided by Richard Chaplin, Jon Geldart and John Rowland together with the chairs of the Forum’s specialist groups: Management Teams Together; Finance & Operations; Strategy Read More

2023-09-29T10:00:34+01:00September 29, 2023|Accountants, Kim's Blog, Lawyers, Management Skills, Statistics and trends|
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