Succession planning

Private client commercial conversations

At a recent business conversation skills session, private client and family lawyers asked about the nature of commercial conversations with individual clients (as opposed to business clients). These private clients are often high net worth (or ultra high net worth). So here are some thoughts on private client commercial conversations. Read More

2024-03-27T10:19:03+00:00March 27, 2024|Kim's Blog, Lawyers, Relationship Management, Statistics and trends|

Marketing and BD planning – Segmentation, Rock Stars and Engagement (Feb 2021)

Last week, delegates from large and small law firms and an engineering consultancy joined me for a “Marketing and Business Development Planning in a Nutshell” half day training workshop through the  Professional Marketing Forum. We covered a huge amount of material from marketing and business development basics, progressed step-by-step through the Read More

2021-04-01T17:42:58+01:00February 18, 2021|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|

Review: The GC Index® – a Leadership and Board Assessment tool (organimetric)

This is a review of a new assessment tool for those who, like me, use them in coaching, leadership development, change management, Board room facilitation and succession planning. It explores The GC Index® - a Leadership and Board Assessment tool. An overview of other frequently-used assessment tools appears as an Read More

2021-04-01T16:57:53+01:00February 15, 2021|Kim's Blog, Management Skills|

Book review: Life after Boris by James Mendelssohn (a story about succession in a partnership)

I liked both “Who moved my cheese?” (Spencer Johnson) and “Our iceberg is melting” (John Kotter) – two fables about how to manage individual and business change. And now the professions have their own story about succession in a partnership. With a distinctly “Watership Down” feel – the main characters Read More

2013-09-04T21:43:48+01:00June 21, 2013|Accountants, Kim's Blog, Lawyers, Management Skills, Property|
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