Marketing

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|

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|

Future Marketing and Business Development Manager – Transition from technical expert to adviser

A few top insights from last week’s full day training workshop on “Future Marketing and Business Development Manager” by PM Forum. The session covered many topics including: management skills, strategic thinking, financial scenarios, marketing and business development (MBD) theories, developing MBD plans, soft skills, gaining internal buy-in and managing a team. Read More

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