Marketing

Pitch points from a pitching and tendering training workshop

In early April I facilitated another of MBL’s training workshops on “Pitch Perfect - How to Prepare & Present Winning Pitches & Tenders” for legal and accounting firms. Whilst these sessions are typically attended by fee-earners hoping to improve their pitch confidence and success, on this occasion the delegates were Read More

2023-04-11T13:40:42+01:00April 11, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Selling, Statistics and trends|

Roles, satisfaction and aspirations of Marketing and Business Development (M&BD) Assistants

It was a full house at the March workshop on “Practical and Professional Skills for Marketing and Business Development (M&BD) Assistants” although almost all delegates were from law firms across the UK. The discussions and polls (see below) provided interesting insights into the roles and aspirations of those entering professional Read More

2023-03-24T09:19:20+00:00March 24, 2023|Kim's Blog, Marketing|

Book review: Connected leadership – How professional relationships underpin executive success by Andy Lopata

I’ve read many books on professional relationships – and I’ve even written one myself (see Better Business Relationships book by Kim Tasso (Bloomsbury)). But I’m always on the look out for more that are relevant for professional services and practical. This book addresses networking (both in person and through social Read More

Cultivate a cross-selling culture

We were joined by delegates from legal, accountancy and consultancy firms for PM Forum’s “Cross-selling and referrer management accelerator” workshop earlier in March. A summary of delegate discussion topics and poll results are shown below to add to the learning resources from the session. While we discussed various tools and Read More

2023-03-16T09:48:05+00:00March 16, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|
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