Relationship Management

Proactive Marketing and Business Development Executives – Engage and Educate

It was a full house at PM Forum’s   “Proactive Marketing and Business Development Executive” online full day workshop with 18 enthusiastic delegates. They asked lots of brilliant questions and generously shared their insights and experiences with each other. Some were new to their MBD roles while many were considering how Read More

2024-12-08T11:13:42+00:00December 8, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

Referrer management: Diagnosis, Aims, Strategies and Action Planning

There were both lawyers (solicitors and barristers) and accountants at last week’s MBL LearnLive training session on “Developing More Work from Referrers & Intermediaries“. (Future dates: Kim Tasso - MBL Seminars). Their key interests – whether in fee-earning or business development roles - were working with external referrers and the Read More

2024-11-22T08:53:46+00:00November 22, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Strategy|

Book review: Unleash the power of storytelling by Rob Biesenbach

I’ve reviewed various storytelling books and this one is the best so far – it’s short (150 pages), practical and provides step-by-step guidance. It was published in 2018 in the USA. Its subtitle is “Win hearts, change minds, get results” and it’s positioned as “a practical guide for the workplace, Read More

2024-11-06T10:53:57+00:00November 6, 2024|Kim's Blog, Marketing, Relationship Management, Selling, Social Media|

Book review: Taking charge of Adult ADHD by Russell A Barkley PhD

How much do you know about ADHD? And how it affects those who are diagnosed with it? People with ADHD show a persistent pattern of inattention and/or hyperactivity–impulsivity that interferes with their day-to-day functioning. Psychoeducation involves helping therapy clients understand their challenges so that they are better able to manage Read More

2024-10-23T17:41:03+01:00October 23, 2024|Kim's Blog, Relationship Management|

Complex sales processes made simple – Co-ordinate, Connect, Conversations, Curiosity, Consistency and Conversion

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

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