At the recent MBL workshop on cross-selling and referrer management, we adopted a back-to-basics approach for these strategies. (see Kim Tasso – MBL Seminars for details of future sessions). Delegates from legal, property, construction and financial services firms came together to look at how to initiate or improve their cross-selling and referrer Read More
Following the recent compilations of case studies for law firms (Marketing and Business Development (MBD) law firm case studies) and accountancy firms (Marketing and Business Development (MBD) accountancy firm case studies), here are some from property and real estate firms. Marketing and Business Development (MBD) property firm case studies (2024-2025). Read More
At the recent PM Forum workshop on “Supporting change management”, three quarters of the delegates were from law firms and a quarter from property firms. (Perhaps as a result of PM Forum’s recent acquisition of the Profile Property Marketing Network). Two of those present had previously worked in accountancy firms Read More
Artificial Intelligence (AI) is having a fundamental impact on marketing and business development. Not least in the area of tendering and pitching. This post is based on an article in PM Magazine Winning work in the age of AI -How professional services firms are transforming proposal generation (July 2025) which Read More
Last week I led an intensive and experiential MBL workshop on “Managing and Marketing a Profitable Surveyors Practice” (Kim Tasso - MBL Seminars). Delegates from medium-sized practices covered both commercial and residential sectors and their services included: strategic advisory, valuations, building surveying, dilapidations, town planning, agency, development, Landlord & Tenant, Read More
