Kim’s Blog

Proactive Marketing and BD Executive: Skills questions

It was a full house at PM Forum’s “Proactive Marketing and Business Development Executive” online full day workshop with 19 enthusiastic delegates from all over the UK – and two from Poland. This article supplements the learning resources for the workshop. Proactive Marketing and BD Executive: Skills questions Throughout the day there was Read More

2025-04-29T11:08:38+01:00April 29, 2025|Kim's Blog, Marketing, Relationship Management|

Book Review: Strategic Tendering for Professional Services by Matthew Fuller and Tim Nightingale (Second Edition)

Back in May 2017 I reviewed the first edition of this book strategic tendering. And I have been recommending it ever since. So I was delighted when the authors did an extensive overhaul of the contents to publish the second edition in 2022. This review concentrates on the newer material Read More

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|

Aims of Marketing and BD (MBD) Assistants: Knowledge, specialisation, decision-making processes and relationships

At the PM Forum - PM Forum “Professional and Practical Skills for Marketing and Business Development (MBD) Assistants” training workshop last week we welcomed delegates from legal and accountancy firms in London, the Midlands and the North of England. Over half had formally studied MBD. 21% felt that they would Read More

2025-04-17T15:34:32+01:00April 17, 2025|Kim's Blog, Marketing|

Towards leadership – Elevate your Presence, Influence and Impact

I recently visited the North West - PM Forum at the offices of PWC in Manchester to facilitate a session on this topic. I would like to thank the Committee members - Rachel Kelly | LinkedIn, ⭐️Angela Brown | LinkedIn, Ally Lumsden | LinkedIn, Amanda Watson | LinkedIn, Linda Stoddard Read More

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