Trust

Book Review: The Culture Map by Erin Meyer – Decoding how people think, lead and get things done across cultures (Diversity and cross-cultural intelligence)

There are some excellent models and resources about cross-cultural intelligence. (I particularly like the Hofstede Country comparison tool). But this book – recommended to me by one of my clients – was a revelation and is my favourite resource so far. I recommend it to leaders, human resource professionals or Read More

Assertiveness toolbox

The “Assertiveness, effectiveness and impact” Home - PM Forum training workshop was lively. Thanks to the delegates from legal, accountancy, private equity, insolvency and engineering firms from across the UK. Amongst their sector were: social housing, charities/NFP, real estate and oil & gas. Assertiveness is the extent to which you Read More

2025-05-16T07:58:59+01:00May 16, 2025|Kim's Blog, Marketing, Relationship Management|

Telephone skills – Focus on the caller’s needs

Lawyers and tax advisers attended the recent MBL workshop on “Pick up the Phone – Client service and sales opportunities for professionals”. This article forms part of the learning resources for the session. Future workshops are listed at Kim Tasso - MBL Seminars. Telephone skills – Focus on the caller’s Read More

2025-04-18T09:41:48+01:00April 18, 2025|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

Cross-selling and referrals – Listen, Focus and Proximity

I thought you might appreciate some highlights from the recent PM Forum workshop “Cross-selling and referrer management accelerator”. Delegates represented real estate, litigation, social housing, accountancy and insolvency teams. They variously targeted commercial organisations, professional practices and private client markets - some internationally. Some had sophisticated and established referral programmes whilst others Read More

2025-03-17T09:19:23+00:00March 17, 2025|Accountants, Kim's Blog, Lawyers, Marketing|

Complex sales processes made simple – Co-ordinate, Connect, Conversations, Curiosity, Consistency and Conversion

Delegates from legal, accountancy and pensions firms attended last week’s “Selling Processes and Sales Skills for Marketing and BD Professionals” workshop by PM Forum. We explored the processes supporting complex sales cycles. A key theme was educating fee-earners – especially to manage expectations about the length of the sales cycle Read More

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