Client relationships

Personal transitions: Retiring from a senior leadership role – the other side of succession

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

2024-04-03T14:24:50+01:00April 2, 2024|Kim's Blog, Lawyers, Management Skills, Relationship Management|

PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback

This article was published in the latest edition of PM Forum Magazine. PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback. The event took place on September 29th 2022. After two years online, you could feel the excitement of being face-to-face with 150 people in Read More

2022-11-18T16:43:51+00:00November 18, 2022|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

Five Spice Girl lessons from a pitching workshop (May 2022)

As well as delegates from across the UK (including a few from Romford in East London), we were joined at this session on “Helping fee-earners to prepare the perfect pitch”  by people in Warsaw, Poland and Lisbon, Portugal. During an intense and fast-paced half-day we covered a lot of material Read More

2022-05-30T17:05:06+01:00May 30, 2022|Kim's Blog, Marketing, Selling|

Book Review: Smarter selling – Next generation sales strategies to meet your buyer’s needs every time by Keith Dugdale and David Lambert

I am often asked to recommend books on sales and selling – both for beginners and experienced practitioners. There are so many to choose from – I’ve read hundreds, reviewed a fair few and even written a couple. So I've done a series of reviews (other recommended sales books are Read More

2022-05-06T16:10:33+01:00May 6, 2022|Accountants, Kim's Blog, Lawyers, Relationship Management, Selling|

Proactive Marketing Executive – Plans, Budgets, Relationships and Career Development

Last week I was joined by 18 delegates from solicitor, patent attorney, accountancy, surveying and consulting practices for PM Forum’s “Proactive Marketing Executive” full day workshop.  The poll results and delegate comments are shown below. We cover a huge amount during the day: strategic marketing, operational marketing, managing campaigns, resource Read More

2021-09-10T09:20:22+01:00September 7, 2021|Kim's Blog, Management Skills, Marketing, Relationship Management|
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