At the recent PM Forum - PM Forum training workshop on “Supporting change” law and accountancy firm delegates progressed through three modules: individual change (psychological processes), organisational change and change processes and tools. Throughout the session there was delegate discussions and break out groups – a summary of which is Read More
Last week’s MBL workshop on “How to manage and grow your private client practice” saw 100% delegates highly satisfied with the course overall, 100% highly satisfied with the trainer (that’s me!) and 100% highly satisfied with the course materials. One delegate commented: “Thank you very much - lots of food Read More
This article is reprinted from the November/December issue of PM Magazine Magazine - PM Forum. PM Forum Annual Conference Report 2024 – The rise and power of AI and automation More than 100 senior marketing and business development professionals joined the PM Forum for its annual conference. Kim Tasso joined Read More
Delegates from legal, accountancy and pensions firms attended last week’s “Selling Processes and Sales Skills for Marketing and BD Professionals” workshop by PM Forum. We explored the processes supporting complex sales cycles. A key theme was educating fee-earners – especially to manage expectations about the length of the sales cycle Read More
It was exciting to be part of the first “Meaningful Mentoring” experiential training workshop by Andy Lopata for the Managing Partners’ Forum and PM Forum. I recommend you read Andy’s book A complete guide to effective mentoring (kimtasso.com) which provides a deeper dive into the concepts. This post is primarily Read More
