Accountants

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|

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

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|
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