Helping tax advisers sell their services – Be more detective

Posted on: January 30, 2020 Helping tax advisers sell their services – Be more detective

I was delighted when the Chartered Institute of Taxation (CIoT) Harrow and North London Branch  invited me back to present an evening session earlier this month. I had previously presented on “Social media for tax advisers” in 2013 . On this occasion my talk was on “Helping tax advisers sell their services – Be more […]

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Developing the roles of marketing and BD secretaries, PAs and EAs

Posted on: November 26, 2019 Developing the roles of marketing and BD secretaries, PAs and EAs

The recent workshop on “The effective marketing and BD PA/Secretary” organised by Professional Marketing Forum (https://www.pmforum.co.uk/training.aspx) was attended by delegates from law firms, accountancy practices, patent attorney and design firms. Developing the roles of marketing and BD secretaries, PAs and EAs was a key point of discussion.  Professional services marketing is different We covered the […]

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Leadership: Authenticity, values and culture

Posted on: August 13, 2019 Leadership: Authenticity, values and culture

I was recently asked to facilitate a partner strategy session where the focus was on authenticity, values and culture. It was a highly interactive session with participants considering their personal values in a structured way before discussing them in peer groups. It was a softer parallel process alongside a more analytical strategy development process.  Authenticity […]

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Driving successful marketing programs for professional services

Posted on: April 1, 2019 Intapp integrates technology and information across the client life cycle

This article “Driving successful marketing programs for professional services” was published by Intapp on March 29th 2019 https://www.intapp.com/blog_posts/successful-marketing-for-professional-services/ We recently connected with professional services expert and influencer, Kim Tasso to talk about marketing. Tasso, the managing director of RedStarKim Ltd, is an independent management consultant specializing in the professional services sector. In this conversation, Tasso […]

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Book review: Professional services leadership handbook by Nigel Clark, Ben Kent, Alastair Beddow and Adrian Furner

Posted on: October 31, 2018 Professional services leadership handbook

The Professional services leadership handbook (subtitled “How to lead a professional services firm in a new age of competitive disruption”) was published in 2017 and it has taken a while to read and digest the contents and write this review. Professional services leadership is an important topic and the book contains a huge amount of […]

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