Relationship Management

Client Experience Management (CEM) – Research into the client journey at law firms

Whilst presenting a paper on strategic marketing at a recent professional services marketing conference in Sussex http://kimtasso.com/strategy-silos-is-marketing-guilty-too-align-integrate-focus-educate-and-champion/, one of my fellow presenters was Jonathan Winchester, chief executive of insight6 Limited https://insight6.com/ (which some of you may know as Shoppers Anonymous). He gave a fascinating talk about Client Experience Management (CEM Read More

2018-07-20T11:51:42+01:00July 20, 2018|Kim's Blog, Lawyers, Marketing, Relationship Management|

The art of giving feedback

The art of giving feedback arises in training workshops on change management, team development, performance management, delegation and coaching. Here is a summary of the key points to bear in mind.  Feedback defined Effective feedback means “Paying attention and giving high-quality feedback from an empathic place, stepping into the other Read More

2018-06-18T10:50:17+01:00June 18, 2018|Kim's Blog, Management Skills, Relationship Management|

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

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