Accountants

Change management basics (Video)

Todays’ video explores change management basics – both from individual (psychology) and organisational (business) perspectives. (Video script) I’m Kim Tasso. Today we are going to look at some core ideas around change management. We all experienced massive change during Covid – because we had to. But without a major crisis Read More

Selling Basics – Detectives and DMUs (Video) and recommended books on selling

Todays' short (eight minute) video covers some core ideas in business-to-business (B2B) sales. It considers the need to undertake research before approaching a prospective client and how the research continues when you first make contact. The idea is to "be more detective" to learn about your prospect. It then explores Read More

2024-01-24T15:52:01+00:00October 30, 2020|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

Six themes on cross-selling and referrer management workshop highlights (2020)

Yesterday I facilitated an interactive workshop through the Professional Marketing Forum  on cross-selling and referrer management. I promised the delegates – representing a range of legal and accountancy practices – that I would summarise and share the key points arising from the session and the six themes to supplement their Read More

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