
At the recent PM Forum workshop on “Assertiveness, Effectiveness and Impact for Marketing and Business Development Assistants and Executives” we welcomed a lively group of delegates. Marketing and business development roles in professional services are improving on many fronts yet there were some worrying results (see poll results below): Just over 50% have unclear, changing or conflicting goals; 60% consider themselves passive; 60% often fail to say no and over 30% feel stress regularly, often or all the time. The emerging themes were on clarity, power and incisive questions. Assertiveness and confidence – Clarity, power and incisive questions
Clarity
I’ve noticed that this word – clarity – appears a lot in social media posts. It reminds me of Margaret Thatcher’s famous quote: “Being powerful is like being a lady. If you have to tell people you are, you aren’t”. The same goes for clarity and I’ve been tempted to write a post on the subject. I remember being impressed when a law firm used “Clarity Matters” in its rebranding in 2007. Everyone seems to be using it now. Maybe today’s increased use of AI reduces clarity instead of enhancing it?
Clarity is being easy to understand, hear or see. It’s often defined as freedom from ambiguity or indistinctness. It applies to stillness and presence (a quiet and calm mind), perception (seeing situations as they are), communication (clear speech and writing), boundaries (knowing your own value and the roles of others) and action (a clear, prioritised path).
It looks like a “cognitive shift” where uncertainty and anxiety decreases, focus becomes sharp, and decisions are made with calm confidence rather than overwhelming fear.
We talked about the many ways in which we – as marketers and business developers – can increase clarity for ourselves, our fee-earners and our clients:
- Prepare – Research the people, organisations, markets and issues
- Cut through complexity to the key issue
- Organise your thoughts – Be clear what you think and what you want and anticipate questions
- Know your audience – Tailor your message to their level of comprehension and interest
- Simplicity – Use straightforward language that is easily understood
- Precision and focus – Limit communication to three key messages
- Communicate – Be easy to see, hear and understand
- Avoid ambiguity, confusion or obscurity
Power and impact
Delegates observed each other to identify what people said and did to make a positive impact:
-
- Clarity of what they were saying
- Saying ‘No’
- Setting boundaries
- Confidence
- Progression
- Standing out and being different
- Personable
- Managing capacity
- Engaging
- Their presence
- Whether they smiled or not
Often, the reason we lack confidence, fail to be assertive or do not make an impact is the power difference between support staff and stakeholders and fee-earners. There can be a legitimate power difference in that others may be more senior and have direct authority.
Working with power differences is a key part of negotiation skills. French and Raven suggest there are five bases of power: legitimate power, referent power, expert power, information power and coercive power (see French and Raven’s Five Forms of Power)
Yet there are other sources of power: the power of the idea, the ability to persuade, access to resources, reputation/brand, creativity and a willingness to walk away.
We looked at the Presence, Authority and Impact (PIA) model of personal power. (see Towards leadership – Elevate your Presence, Influence and Impact and How do you make a personal impact – Make a difference)
We considered how to develop personal impact – the ability to influence and inspire others. For example:
- To leave a positive impression on others requires authenticity, empathy and genuine passion for your purpose
- To transcend the boundaries of authority and connect with people on a deeper level, elicit engagement and trust. Foster genuine connections. Empathy allows you to understand your audience and tailor your message accordingly – to read the room, listen actively and adapt your language, tone and delivery
- Body language or non-verbal communication plays a role – and the use of stories to connect on an emotional level and make complex ideas more relatable
In the PIA model, it is possible for all of us to achieve more personal power by making an impact by asking incisive questions
Incisive questions
A delegate asked the excellent question “what is an incisive question?” when we discussed the PIA model.
Incisive means something is framed in a way that “cuts through”.
An incisive question is a direct, sharp, penetrating inquiry designed to cut through complexity and challenge limiting assumptions. The idea was popularized by psychologist Nancy Kline’s in her book “Time to Think”.
Incisive questions identify hidden, untrue beliefs (see Before your set your goals – check your limiting assumptions) and replace them with liberating ones, freeing the mind to see new possibilities and solutions. They are similar to Socratic questions What is Socratic questioning? (Questioning skills)
Incisive questions are:
- Targeted: Focused on the core of a problem rather than the surface symptoms
- Assumption-Challenging: To uncover and dismantle assumptions (your own and other peoples)
- Result-Oriented: Designed to unlock creativity and action
Incisive questions are used to shift perspective and overcome blockages, for example:
- Leadership/goal setting: “If you knew for a fact that you already have the necessary skills, what is the very first step you would take toward that promotion?”
- Overcoming personal beliefs: “What is the assumption stopping you?” leading to “If you knew that, ‘I can learn this’, what would you do next?”
- Strategic planning: “If time and money were not obstacles, what would the ideal outcome look like?”
- Relationship Management: “What am I assuming about this person’s intentions that is hindering communication?”
There was a reminder that curiosity and questions are key tools to build empathy and agreement.
What is curiosity and why is it important in business relationships? (Video)
Why are questions so important? (Questioning skills)
“Good questions inform, great questions transform” Ken Coleman
Other points raised in the session
There were some other interesting points raised during the session
Self-awareness
Self-awareness is the first of four domains in emotional intelligence.
We need to see ourselves as we are – and then consider how others might perceive us. Assess whether our self-perception is a truely reflected.
Delegates completed exercises to know their values, style, strengths, goals and limiting assumptions. We need to be comfortable with who we are. We need to be realistic about development needs. These exercises are the starting point to building your personal brand – an authentic view of yourself with a dash of aspirational you. How to create and promote your personal brand – Kim Tasso
Many of us are trying to change perceptions – to shift how people perceive us. Particularly as we raise our visibility. Some reflected that we try to shift perceptions of the team – for MBD to not be seen as back office administration but as strategic advisers.
We can check the validity of our self-perception by obtaining feedback from a trusted source.
Feedback – And the ability to assert yourself and say “No”
“Feedback is the breakfast of champions” Ken Blanchard
“We all need people who will give us feedback. That’s how we improve” Bill Gates
Delegates were asked to complete a task (giving honest feedback to each other) that made some feel uncomfortable. But they didn’t say “no” or ask to modify the exercise. Some tried to comply with request – despite the discomfort. Others passively did not engage in the exercise.
Delegates did not attempt to challenge the seniority or “power” of the facilitator. Nor did they calmly state that it felt uncomfortable. Or suggest modifications or an alternative exercise. Possibly there was a fear of being judged as non-compliant or negative. We considered the impact of cognitive biases – particularly the spotlight effect and negativity bias. And reflected that we are sometimes afraid of disappointing or upsetting other people or hurting their feelings.
This suggests a lack of assertiveness. A similar situation to when fee-earners sometimes give an instruction that we wish to challenge, but don’t.
A main function of marketing and business development is seeking feedback from clients. It is how we check that clients are receiving the service that they expect us deliver. And to detect early new needs.
Lessons from breakout groups on saying “No”:
- Build trust in the relationship so it is easier to share your honest views
- Sometimes it is a lack of understanding and education can make it easier to say “No”
- Manage expectations – be realistic about what can be achieved in timescales, constraints etc
- Agree to meet in the middle (collaborate and compromise)
- Fee-earners will respect the reasons if explained clearly and calmly
- Set boundaries (and stick to them)
- Ask for help from senior managers
- Challenge people’s views (one delegate said they had heard feedback that fee-earners like to be challenged!)
- Ask what they actually need
- Explore what urgent really means
There’s a parallel process: As we learn to communicate and build relationships with fee-earners and deliver a good service to them to manage our reputation – so fee-earners must do the same with their clients.
Giving feedback in professional relationships – Kim Tasso
Assertiveness skills – getting what you want and saying “No”
Healthy boundaries at home and at work – how to set and maintain
Assertiveness toolbox – Kim Tasso
Fear and the “freeze” response
One delegate shared a story. They were invited to a meeting to talk to another business function and a senior stakeholder. The delegate knew their subject well. But in the meeting they froze and remained silent.
This is an example of our brain perceiving a threat – and releasing chemicals to initiate the fight, flight or freeze response. It is physiological. But as we develop our emotional intelligence we learn to recognise what we are feeling and manage our emotions (self regulate) more effectively.
An introduction to emotional intelligence (EQ) and empathy (Video)
Emotional Regulation – A key element of Emotional Intelligence (EQ)
Research on leadership and emotional intelligence (EQ)
Confidence – Radiators and Drains and the 90 second rule
Different aims and “difficult” behaviour
Another delegate shared a story where a senior associate wished to pursue a pitch opportunity. But it didn’t meet the firm’s agreed criteria. The MBD assistant explained the firm’s protocol and process.
The MBD assistant was caught in the middle – the associate wanted one thing, but the firm’s protocol and rules directed different action. The assistant was caught in the middle of two competing aims.
The assistant calmly explained the situation. The Senior Associate decided to pursue the opportunity on their own. The MBD Assistant held the line that they were unable to help.
Others suggested that we can seek advice and support from those fee-earners who act as sponsors or champions. Or share stories of fee-earners in similar situations – preferably success stories.
We may encounter various types of “difficult” behaviour. It takes confidence and experience to learn to navigate them effectively.
fixed views and closed to new ideas (dealing with stubbornness)
What do you do when your boss is a micro-managing control freak?
Managing client complaints – Process, anger and apologies
Dealing with “difficult” people – Nine strategies for dealing with arrogance
Soft skills – Dealing with difficult conversations
Resources to help you deal with difficult interactions
the parent, adult, child (PAC) model helps with difficult interactions
Future Marketing (BD) Manager – Ogres, Cacti and Dance the POLCA
Managing challenging behaviour and Personal Development Plans
Delegate information
Administrators, assistants, executives and senior executives in law and accountancy firms – most with broad roles and a few concentrating on bids, client development, pursuits, CRM systems
Across the UK – Locations included: London, Exeter, Norwich, Leicester, Birmingham, Cambridge, Bristol and Leeds
What are your aims for this session?
- Feel better when writing than speaking
- How to work better with different personalities
- How to get along better with my team and fee-earners
- Increase my confidence and assertiveness
- To walk into a room and leave a lasting (good) impression
- Feel more comfortable with senior fee-earners
- Make a difference (another word for impact!)
- Stand out in meetings
- Progress to manager
- Learn to “speak my truth” (i.e. living authentically by expressing your genuine feelings, values, and experiences, even when it is uncomfortable. It involves vulnerability and self-awareness to communicate, using “I” statements, and setting boundaries without trying to control how others react)
Which (real or fictional) role models do you admire for assertiveness, confidence and effectiveness?
- Selma Blair – Wikipedia Campaigning about multiple sclerosis
- Olivia Pope – Wikipedia Confident and assertive – commands a room she walks into
- Harvey Specter – Wikipedia Presence, confidence, impact and success
- Shrek (character) – Wikipedia Hard on the outside, soft on the inside
- Gordon Ramsay – Wikipedia Says it as it is – true to self (but perhaps a little aggressive!)
- Leading women in sports and fitness sector
- Anyone who runs the London Marathon
- Our team of four women – fantastic and confident
- My mum – who raised us on her own
- My manager
Delegate takeaways
- Communication skills
- Different personality types
- Pause before responding Confidence – Radiators and Drains and the 90 second rule
- The importance on remaining calm when dealing with challenging personalities
- Learning to go slower and pause
- Self-belief – I AM good at what I do
- Work to your own timeline
- Focus on growth (personal and the firm)
- Emotional contagion Emotional contagion, delegation, coaching and team meetings
- Keep messaging short – three things Power of three – Writing and presentation basics (Video)
- Fogging – Acknowledging people’s truth/feelings The Fogging Technique – Assertiveness Skills Articles (revolutionlearning.co.uk)
- Limiting assumptions (and how much I use them!) Before your set your goals – check your limiting assumptions
- Speaking up Confidence – How to get a word in when people keep talking
- Making sure to speak up at the start of a meeting
- Push out of my comfort zone, offer to chair more group meetings
- Speak up more you are an expert in your field
- Saying No Assertiveness skills – getting what you want and saying “No” (kimtasso.com)
- Eat the frog! 35 tips to improve Time Management for busy professionals
- Managing time better and learning to delegate where needed Delegation for leaders – a how to guide
- Learn to ask incisive questions
- The knowledge on confidence and how I can appear confident through body language and through the way I speak
- Gain more knowledge to progress
- Have the confidence to speak up (which does come with time)
- 3-part sentences Assertiveness skills – getting what you want and saying “No”
- Hearing other people’s thoughts and experiences
- We all occasionally fear feeling silly or not saying the right thing
- Not feeling alone in my struggles with confidence, helpful to look outwards
- Be kind to myself
Delegate poll results
Which topic is of most interest to you?
- 20% Impact
- 60% Assertiveness
- 20% Effectiveness
On a scale of 1-10, how much impact have you made in the past year?
- 7% 4
- 20% 5
- 33% 6
- 27% 7
- 13% 8
How clear are your goals? Self-Motivation – Ten top tips (Video) from Kim Tasso
- 47% Very clear
- 20% Not very clear
- 13% Confused and conflicting
- 20% Constantly changing
How confident do you feel in your role? (from 1 to 10) Be more confident and convey confidence – top tips (kimtasso.com)
- 13% 4
- 13% 5
- 13% 6
- 13% 7
- 40% 8
- 7% 9
Do you think your personality is mostly: Adapting to dog, cat and bear personalities – Better business relationships (kimtasso.com)
- 27% Cat
- 73% Dog
- 0% Bear
What’s your style? Assertiveness skills – getting what you want and saying “No” (kimtasso.com)
- 0% Aggressive
- 60% Passive
- 7% Passive-Aggressive
- 33% Assertive
How persuasive do you think you are (on a scale of 1 to 10) Book review – Persuasion: The art of influencing people by James Borg (kimtasso.com)
- 27% 4
- 33% 5
- 20% 6
- 20% 7
How often do you want to say NO but end up saying YES? Assertiveness skills – getting what you want and saying “No” (kimtasso.com)
- 0% Never
- 40% Sometimes
- 60% Often
- 0% Always
How often do you feel stressed: What can I do to beat stress? – Kim Tasso
- 0% Never
- 67% Occasionally
- 20% Regularly
- 7% Quite often
- 7% All the time
How much do you think your fee-earners trust you? trust for better business relationships (kimtasso.com)
- 13% I really don’t know
- 0% They don’t know or trust me
- 73% They trust me on some things
- 13% They trust me completely
When it comes to time management: 35 tips to improve Time Management for busy professionals (kimtasso.com)
- 40% I feel confident about how I manage my time
- 20% My manager is good at helping me to prioritise
- 27% Sometimes I struggle to prioritise
- 13% There are too many conflicting demands on my time
- 0% I feel I don’t have any control over my time
- 0% There is never enough time to do everything
How often do you ask for help? Reinforcements: How to get people to help you by Heidi Grant (kimtasso.com)
- 0% Never
- 21% Rarely
- 50% Sometimes
- 29% Often
How often do you have to deal with arrogant people? Dealing with “difficult” people – Nine strategies for dealing with arrogance (kimtasso.com)
- 7% Never
- 60% Hardly ever
- 33% Often
- 0% All the time
Related posts on assertiveness, confidence, effectiveness and impact
Assertiveness skills – getting what you want and saying “No” (kimtasso.com) March 2017
Proactive marketing and business development executives April 2026
Healthy boundaries at home and at work – how to set and maintain January 2026
Confidence – Radiators and Drains and the 90 second rule January 2026
The stress bucket, healthy coping mechanisms and resilience December 2025
Building the confidence of young professionals – Four tools July 2025
Book Review: The Culture Map by Erin Meyer July 2025
Giving feedback in professional relationships – Kim Tasso June 2025
LinkedIn personal branding for women in real estate – Kim Tasso June 2025
Assertiveness toolbox – Kim Tasso May 2025
The Art of Listening – Kim Tasso May 2025
Towards leadership – Elevate your Presence, Influence and Impact April 2025
Buy in – Influence and Persuasion Toolbox – Kim Tasso March 2025
Overcoming low self-esteem – a self help guide using cognitive January 2025
Be more confident – Slow down – Kim Tasso January 2025
Book review: “Now we’re talking” by Sarah Rozenthuler January 2025
Confidence to overcome a fear of failure – Kim Tasso September 2024
Chartered Institute of Marketing (CIM) updates standard September 2024
fixed views and closed to new ideas (dealing with stubbornness) July 2024
Confidence – How to get a word in when people keep talking July 2024
You’re not listening – What you’re missing June 2024
How to create and promote your personal brand – Kim Tasso May 2024
we’re all in the same (stressed) boat May 2024
Assertive communication: The importance of voice (kimtasso.com)
Be visible, assert and challenge and remember your goals (kimtasso.com)
assertiveness, effectiveness and impact – We’re all in the same boat (kimtasso.com)
improve impact, assertiveness and effectiveness for marketing and BD (kimtasso.com)
Insights into assertiveness, confidence and effectiveness (kimtasso.com)
Be more confident and convey confidence – top tips (kimtasso.com)
Soft skills – Boost your self-confidence and confidence (Video) (kimtasso.com)
Assertiveness confidence and effectiveness (kimtasso.com)
Non-Verbal Communication (NVC) – the basics (Video) (kimtasso.com)
Book review – Persuasion: The art of influencing people by James Borg (kimtasso.com)
Book review – Brilliant personal effectiveness by Douglas Miller (kimtasso.com)
Book review: Digital Body Language – How to build trust by Erica Dhawan (kimtasso.com)
Reinforcements: How to get people to help you by Heidi Grant (kimtasso.com)
Resources to help you deal with difficult interactions (kimtasso.com)
Dealing with “difficult” people – Nine strategies for dealing with arrogance (kimtasso.com)
trust for better business relationships (kimtasso.com)
35 tips to improve Time Management for busy professionals (kimtasso.com)







