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Telephone skills for lawyers and accountants – Confidentiality, client experience, accents and gatekeepers

There have been many requests recently for inhouse training on telephone skills to support client service and selling both for fee-earners and support staff. Earlier in April I ran a public MBL “Pick up the phone – Client service and sales opportunities for professionals in the digital age” online training Read More

2023-04-24T13:08:10+01:00April 24, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

20 insights on change management processes and communication

I facilitated an inhouse change management workshop for a law firm recently. We looked at change management through the lens of both individual and organisational change. And we used two of their planned change projects to consider the issues and to test out and apply the various techniques. At the Read More

2022-11-02T16:58:13+00:00November 2, 2022|Kim's Blog, Lawyers, Management Skills, Strategy|

Ten top takeaways on stakeholder engagement and buy in

At this week's “Buy in, Engagement and stakeholder management” workshop with PM Forum  delegates from legal and accountancy firms across the UK identified their ten top takeaways on stakeholder engagement and buy in. Build your credibility What is required for credibility? There are numerous elements including: qualifications, experience, knowledge (of Read More

2022-04-29T11:58:06+01:00April 29, 2022|Kim's Blog, Marketing, Relationship Management|

Selling Basics – Detectives and DMUs (Video) and recommended books on selling

Todays' short (eight minute) video covers some core ideas in business-to-business (B2B) sales. It considers the need to undertake research before approaching a prospective client and how the research continues when you first make contact. The idea is to "be more detective" to learn about your prospect. It then explores Read More

2024-01-24T15:52:01+00:00October 30, 2020|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

Don’t try to eat the white elephant whole – thoughts on change management and leadership

At the recent “Change management and leadership” workshop run by Professional Marketing Forum https://www.pmforum.co.uk/training.aspx we experimented with different tools and techniques to help lead and manage change. But one thing that the delegates focused on was “Don’t try to eat the white elephant whole”. Let me explain our thoughts on Read More

2021-04-30T17:17:53+01:00November 18, 2019|Kim's Blog, Management Skills, Relationship Management, Strategy|
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