Kim TassoManaging and growing your private client practice (January 2021)
Posted on: January 13, 2021 In early January, over 20 delegates joined an MBL online training session on “Managing and growing your private client practice”. This article shows the poll results and summarises the points arising from the discussions and breakout sessions and supplements the materials provided at the session. Introductions 55% of the delegates had just one partner in […]
Highlights from a referrer management workshop (2020)
Posted on: December 22, 2020 It was great to see so many people on the December digital presentation of the popular MBL “Developing more work from referrers and intermediaries” workshop – there were representatives from law, accountancy, insolvency and engineering firms. Here are the highlights from a referrer management workshop. Amongst the aims of the delegates were: To develop a […]
Power of three – Writing and presentation basics (Video)
Posted on: December 15, 2020The latest short video (8 minutes) explores an idea to help you improve the impact and persuasion of your writing and presentations. So here it is the Power of three – Writing and presentation basics. And it ends on a seasonal note. (Video script) Hi I’m Kim Tasso. And today I’ll be sharing with you […]
Property marketing case study – Transformational change in Savills’ bid processes
Posted on: November 18, 2020 The London Committee of the PM Forum hosted an event on 11th November where Ellie Blenkinsop (The Client – Head of Bids at Savills) and Francesca Ayers (The Consultant – Get Serious), shared inspiring and practical insights from their ‘journey’ of transformational change in Savills’ bid processes. They started by explaining that the transformational change […]
25th Professional Marketing Forum Conference Report – ABM, redesigning M&BD teams, award-winning campaigns, persuasion, client feedback and ROI
Posted on: November 5, 2020 The Professional Marketing Forum Conference is the annual highlight for professional services marketers. A shorter version of this article on the 2020 conference appeared in the PM magazine November 2020 issue. This is the 25th Professional Marketing Forum Conference Report – ABM, redesigning M&BD teams, award-winning campaigns, persuasion, client feedback and ROI I certainly didn’t miss […]