Selling

Perfect pitches – Five key points (Video)

This short (10 minute) video takes a look at pitching and shows the client reaction to submissions to a fun make-belief pitch. Five tips are explored: process, research and empathy, relationship, document and presentation and differentiation. Please enjoy perfect pitches – five key points. Video script Hi, I’m Kim Tasso Read More

Pitch Points – Five thoughts from a pitching and tendering workshop (January 2021)

I facilitated a full day online pitching and tendering workshop for MBL covering: policies, processes, research, sales strategy, selling skills, documents, presentation (content and delivery), post pitch actions and tendering metrics. Delegates were from legal and insolvency firms. There was a huge amount discussed during the lectures, exercises and polls Read More

2021-03-30T23:08:43+01:00January 22, 2021|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

Managing and growing your private client practice (January 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 Read More

Power of three – Writing and presentation basics (Video)

The 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 (video). And it ends on a seasonal note. (Video script) Hi I’m Kim Tasso. And Read More

2024-10-31T09:19:17+00:00December 15, 2020|Kim's Blog, Management Skills, Marketing, Relationship Management, Selling|
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