Kim's Blog Archives - Page 84 of 215

Referrer and intermediary management – 13 top tips from a workshop (May 2018)
Gallery
Referrer and intermediary management – 13 top tips from a workshop (May 2018)

Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Property, Relationship Management, Selling

Referrer and intermediary management – 13 top tips from a workshop (May 2018)

I’m delighted to say that there were lots of delegates from law firms, accountancy firms, structural engineers, insolvency practitioners, banks and insurers at the recent referrer and intermediary management workshop in London http://www.mblseminars.com/Outline/Developing-More-Work-from-Referrers-_-Intermediaries/5770/ At the end of the day, after considering how to generate better and more recommendations from internal sources, Read More

Kim Tasso2018-06-04T10:12:17+01:00June 4, 2018|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Property, Relationship Management, Selling|

Client satisfaction benchmarks – How do you measure up? (NPS)
Gallery
Client satisfaction benchmarks – How do you measure up? (NPS)

Accountants, Kim's Blog, Lawyers, Marketing, Property, Relationship Management, Statistics and trends

Client satisfaction benchmarks – How do you measure up? (NPS)

At recent referrer management and client relationship management training sessions, we talked about NPS (Net Promoter Score) which measures the propensity or likelihood of recommendation and how it is rapidly becoming the standard measurement of client satisfaction in professional service firms. Several people have asked about client satisfaction benchmarks – Read More

Kim Tasso2023-09-12T10:47:37+01:00May 31, 2018|Accountants, Kim's Blog, Lawyers, Marketing, Property, Relationship Management, Statistics and trends|

System review – Intapp integrates technology and information across the client life cycle
Gallery
System review – Intapp integrates technology and information across the client life cycle

Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management

System review – Intapp integrates technology and information across the client life cycle

As part of my ongoing review of technology systems supporting professional service firms (PSFs), I went along recently to speak to Mark Bilson of Intapp. Intapp is an interesting cloud-based platform as Intapp integrates technology and information across the client life cycle at a firm – once understood the potential Read More

Kim Tasso2018-05-30T10:22:11+01:00May 30, 2018|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

Lessons in leadership – personal brand, presence, stages and loneliness
Gallery
Lessons in leadership – personal brand, presence, stages and loneliness

Kim's Blog

Lessons in leadership – personal brand, presence, stages and loneliness

I took myself along recently to Buzzacott acccountants’ “taster session” from its leadership development programme. The workshop covered four short lessons in leadership – personal brand, presence, stages and loneliness. Personal leadership brand I’ve written about personal branding before (see, for example, http://kimtasso.com/the-power-of-three-in-personal-introductions-brandme/ and http://kimtasso.com/building-personal-brand-key-person-influence-daniel-priestley/). Jan Carrington led us through some discussions Read More

Kim Tasso2018-05-15T09:21:45+01:00May 15, 2018|Kim's Blog|

System review: Performance management in the professions – Performance Leader system
Gallery
System review: Performance management in the professions – Performance Leader system

Accountants, Kim's Blog, Lawyers, Management Skills, Property, Relationship Management

System review: Performance management in the professions – Performance Leader system

I caught up with Paul Lemon, previously of the Professional Marketing Forum and now Managing Director of Performance Leader, on one of his many trips to the UK since relocating to Perth, Western Australia (which he tells me is just a 17hr non-stop flight from London!). Paul spends around 30% Read More

Kim Tasso2018-05-08T09:58:04+01:00May 8, 2018|Accountants, Kim's Blog, Lawyers, Management Skills, Property, Relationship Management|

Kim’s Blog