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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “Managing and growing your private client practice” earlier this month. This post summarises the key themes discussed, provides an additional learning resource for the delegates and includes further Read More

2023-11-13T15:58:14+00:00November 13, 2023|Kim's Blog, Lawyers, Management Skills, Social Media, Strategy|

Rainmaking best practice in professional services firms (Selling behaviours)

As an fan of Challenger sales (and the variant Insight Selling Insight selling - building on consultative selling models (kimtasso.com) I was delighted to see that one of the originators – Matthew Dixon – turned his focus to selling in professional services. His research on rainmaker best practice is helpful Read More

2023-11-02T12:43:53+00:00November 2, 2023|Kim's Blog, Lawyers, Marketing, Selling, Social Media|

Lessons from digital marketing webinars (June 2023)

Things continue to move at pace in the world of digital marketing and marketing automation (MarTech). It’s hard to find valuable and reliable sources of information so I wanted to share some insights from some excellent webinars I recently attended. Lessons from digital marketing webinars (June 2023): How to get Read More

2023-06-19T09:32:46+01:00June 12, 2023|Kim's Blog, Marketing, Social Media, Web Sites|

The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Just before Easter I spent a day facilitating the popular PM Forum training workshop “The Proactive M&BD Executive”. With a full house of marketing and business development executives from legal and accountancy firms across the UK it was an interactive, valuable and fun day (Thank you delegates for your spirited engagement Read More

2023-04-12T18:25:44+01:00April 12, 2023|Kim's Blog, Marketing, Social Media|
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