Relationship Management

FT/MPF – Client feedback on effective legal, accounting, property and consulting relationships

On Friday I trotted along to the offices of Smith & Williamson to hear from the second Financial Times/Managing Partner Forum research by Meridian West (formerly Lighthouse) into effective client adviser relationships. Richard Chaplin mentioned that professional services is the largest sector in the UK and the only one to have Read More

Getting it past the partners – All about buy in

Having test run this new training session earlier in the year at a City law firm, I am pleased to report that its first public outing last week was deemed a success – with positive comments from the assistants, managers and partner who attended. Some of the feedback comments included: Read More

2015-11-13T13:33:23+00:00June 25, 2012|Accountants, Kim's Blog, Lawyers, Property, Relationship Management, Selling|

BDO strategy, Price Bailey time sheets, knowledge management and client expectations:Accountancy Age Best Practice Conference 2012

This year, the conference took place at the lovely St Ermin’s hotel in Victoria on one of those rare days of sunshine. I was surprised that the numbers appeared considerably down from last year http://kimtasso.com/accountancy-age-best-practice-conference-june-2011 Creating an award winning firm – Jeremy Newman, BDO After a brief introduction by Peter Read More

Lessons from recent inbound marketing and social media course

This week I lead another of the successful inbound marketing and social media courses for professional services marketers for PM Forum http://www.pmforum.co.uk/training/index.aspx. I was glad that there were delegates from all the professions – lawyers, accountants and surveyors – although having a range of 3 to 9.5 (out of ten) Read More

White Paper: Apps by UK law, accountancy and property firms – Are we missing the mobile revolution?

Are you App-Aware, App-Agnostic or App-Happy? I have monitored the introduction of Apps by professional service firms (PSFs) in the legal, accountancy and property markets over the past few years and even built a spread sheet analysing their key features and relative strengths and weaknesses. I intended to write a Read More

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