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Firmwide Leaders Group

The Group aims to help members attain greater clarity over priorities, new capabilities and skills, insights and practical tips, as well as making new contacts and building relationships.

Monthly roundtables of up to 20 Forum members with no attendance fees.

Guest presentations are followed by an open discussion conducted under Chatham House rules.

Free books for each attendee when a presenter has recently written on the topic.

Extra meetings, possibly at short notice, are arranged when Harvard Business Review authors are in town.

Moderated by specialist coach Richard Thorby assisted by Forum founder Richard Chaplin.

A private hub free for any firmwide leader at any organisation worldwide – more…



Serving as a NED at a corporate

Thursday 22 November 2018

Most advisers believe that they will have an easy path to NED appointments. They are in for a rude awakening as most Board members see advisers as excessively prudent and risk adverse, with a tendency to focus on the minutiae. Firmwide leaders do have some potential to differentiate themselves from these perceived shortcomings on the basis they have a different role.

Effective marketing

Tuesday 11 December 2018

Effective marketing operates at multiple levels:

  • Clarity over the purpose of the firm
  • Alignment of the firm’s marketing activities to its business objectives
  • A brand that is aligned with the way that client services are delivered in practice
  • Promotional activities that engage clients and targets.

The Leadership Summit

Monday 28 January 2019

This summit promises rich and diverse insights into the practical approaches available to professional firm leaders to address their priroties, including:

  • The nature of professionals; why it is difficult to lead them
  • The producing manager dynamic
  • The service profit chain and how that impacts engagement leading and peers leading peers.

The keynote presentations will be followed by an expert panel discussion and audience Q&A.

The Strategy Summit

Monday 18 March 2019

more information to follow ....

The Productivity Summit

Monday 03 June 2019

more information to follow ....

The Leadership Summit

Monday 11 November 2019

more information to follow ....