At the recent PM Forum - PM Forum workshop on “Towards KAM and ABM: Helping fee-earners with client relationship management” we were joined by delegates from across the UK in legal, accountancy, actuarial and engineering firms. I’ve summarised the delegate aims, poll results and key takeaways below as an addition Read More
Active listening is a core communication skill that is fundamental for creating and developing relationships. Yet listening doesn’t receive nearly as much attention as other communication skills such as speaking, writing, presenting and negotiating. Effective listening is critical for so many activities such as learning, leading, client service, consulting, coaching, Read More
Following the success of Being more strategic - Case studies and insights (Ireland May 2023) (kimtasso.com) last year, I was invited back to Dublin earlier this month. The topic of the half day training session was “Becoming a proactive marketing and business development (MBD) executive” which was tailored by the Read More
At the May MBL workshop on “Managing and Growing your Private Client Practice”, private client leaders from England, Scotland and Northern Ireland considered how to balance their day-to-day operational and longer term strategic management responsibilities. This post supplements the learning resources shared at the session. Private client leaders balance operational and Read More
At a PM Forum - PM Forum training workshop earlier in the month we welcomed an even number of law and accountancy firm delegates with a healthy number of consultancies also represented. Challenges were explored as we discussed topics including: pitch processes and plans, selling and writing techniques and presenting Read More
