Kim’s Blog

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|

Book review: The Strategy Book by Max McKeown

Being easy to read, short and jargon-free The Strategy Book (FT Publishing, 2012) is a considerable achievement bearing in mind the subject matter. I deliver and facilitate strategy workshops and it’s always good to be able to recommend strategy books to delegates. This one is equally helpful for experienced leaders Read More

2023-11-09T10:23:32+00:00November 9, 2023|Kim's Blog, Management Skills, 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|

System review: CogniClick for instant, personalised research reports using AI

CogniClick is a nifty system (backed by an expert team) to enable you to conduct fast, quick polls and pulse surveys amongst your clients and stakeholders and to also develop maturity assessments and similar thought leadership content. It has the potential to transform client communications, fast-track the generation of research Read More

2023-10-25T17:39:36+01:00October 25, 2023|Accountants, Kim's Blog, Lawyers, Marketing|
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