March 26, 2024

Episode 108: Nikki Savill of Moore Kingston Smith

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The Story

If your firm is making good use of technology, and embracing new technology as well, if you are building the knowledge and skill of your team and building deeper relationships with your clients, you'll know that you’re on track for the ambitious future you have in mind for your firm, your team and your clients.

In this podcast with Nikki Savill of Moore Kingston Smith, Nikki spends a good deal of time talking about how to build deeper relationships with clients and how to build a stronger sense of human connection across the team as, ultimately, it is the team's knowledge and skills that deliver for your clients.

It's a powerful discussion. Nikki's very open and candid about what they do and how they do it, as well as about the metrics they use around face-to-face meetings, face-to-face interactions with the team – these are far more human than when using Teams or Zoom.

You'll hear Nikki describe how important, how impactful, those handshake, face-to-face discussions are with both team and clients. I hope you enjoy this discussion with Nikki as much as I did. The time absolutely flew by and I think you'll get something of significant value from the insights that Nikki shares.

Please scroll down this episode page for the contact information for Nikki and for the additional, downloadable resources mentioned in this podcast.

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SHOW NOTES

Connect with Nikki

Connect with Paul


Resources relating to this podcast:

During the podcast, Paul and Robert discuss the value of KPIs for both the team and the clients. Robert talks about the typical KPIs for a hospitality business and their importance to management and to the wider team. He feels that when the team have KPIs they are more invested and better connected to the KPIs of their manager, as well as to the business as a whole.

From his team’s point of view, Robert thinks that quarterly goals are too broad, so they have introduced monthly meetings with each team member to ensure that their current KPIs and goals are still correct and achievable.

Rob's main KPI is team happiness – if they are happy, the clients are happy.

Most accountancy firm owners and managing partners measure what they think is right rather than measure what matters most.

We know accountants love to track and measure – let’s make sure you track and measure the right things in your firm. Click here to read this Business Breakthrough report – Healthy Heartfelt KPIs – and discover how to use them as key PREDICTIVE indicators.



Towards the end of the podcast, Robert and Paul discuss leading and managing change and how there is just never enough time to get eveything done. Rob talks about the discipline he attaches to his running and admits that he does not always get the work/life balance right.

He mentions a book called Atomic Habits, by James Clear, that outlines how small changes can make a big difference. Here is a link to the book.



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