Relationship Management

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

Blending online and offline marketing

I have just published a short article on this topic for Delia Venables’ Internet Newsletter for Lawyers. They key points covered include: Listen to the market (research) Attend events (market intelligence/make connections) Follow up Manage your contacts Prioritise your pipeline Promote your referrers and clients Create a campaign Optimise your Read More

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