This year I have delivered a number of training courses – both publicly and in-house – on the topic of referrer and intermediary management for lawyers, accountants and surveyors. Whilst the training focuses on research, strategy, messaging and the importance of relationship building a common question is what do you Read More
People management in a property partnership is one of the topics addressed in the “Managing and marketing a profitable property partnership” training session I deliver periodically for MBL seminars https://www.mblseminars.com/Outline?progid=5865&AddSeminarToBasket=1027490 The course is based on the book “Growing your property partnership” http://kimtasso.com/publications/growing-your-property-partnership/. At each session, I ask what delegates would Read More
At recent referrer and intermediary management training sessions the topic of information systems to was discussed. Whilst there is a host of excellent technology solutions available to larger firms, some within integrated accounts systems and others in standalone CRM systems, many professionals prefer to get the relevant behaviours established and Read More
A dozen directors and managers from professional service firms joined me on the PM Forum’s “Developing your coaching and mentoring skills” experiential training session this week. http://www.pmforum.co.uk/training/ It was a great day – and we particularly enjoyed the role plays of coaching sessions with team members and fee-earners which provided Read More
I was delighted to be invited by the Yorkshire Committee of the PM Forum (http://www.pmforum.co.uk/) to lead a lunchtime session (hosted by DLA Piper in Leeds and organised by Amit Champaneri) on planning and campaign management. I was even more delighted to find that over 50 folk turned up to hear Read More
