Relationship Management

Do perfect pitches need proper processes?

I’m just back from a fabulous session with lots of marketers and business developers from law firms, accountants and wealth managers at the PM Forum training session on “Helping fee-earners prepare the perfect pitch”. Thank you Addleshaw Goddard for hosting the event – your breakfast and hospitality staff were amongst Read More

2021-04-11T20:19:46+01:00October 8, 2015|Kim's Blog, Marketing, Relationship Management, Selling|

7 building blocks of a proactive marketing executive (2015)

A few weeks ago I had the pleasure of leading 18 delegates from the legal, accountancy and engineering professions as we explored the personal, professional and technical challenges of becoming a “proactive marketing executive”. http://www.pmforum.co.uk/training/ Whilst we acknowledge that many marketing and business development professionals necessarily start their careers in Read More

2015-10-07T16:22:40+01:00October 7, 2015|Kim's Blog, Marketing, Relationship Management|

Seven insights into client care and service excellence

Last week I facilitated a CLT seminar on “Client care, client service and client retention” http://www.clt.co.uk/course/Client-Care-Service-Excellence-and-Retention/ Whilst we covered a lot of material relating to understanding commercial and consumer client needs, engaging everyone in responding appropriately at all touch points and best practice in day-to-day service delivery, client care and relationship Read More

Improve learning effectiveness – Using Kolb’s learning styles

If, like me, you use some of the relatively quieter summer months to tackle some learning you may be wondering how to improve your learning effectiveness. I wrote, a short while ago, about two models to help us understand more about the learning process: http://kimtasso.com/boost-training-effectiveness-learning-theory-nutshell/ where I outlined Honey & Read More

2015-08-18T17:23:44+01:00August 18, 2015|Kim's Blog, Management Skills, Relationship Management|
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