Accountants

Book Review: Strategic Tendering for Professional Services by Matthew Fuller and Tim Nightingale (Second Edition)

Back in May 2017 I reviewed the first edition of this book strategic tendering. And I have been recommending it ever since. So I was delighted when the authors did an extensive overhaul of the contents to publish the second edition in 2022. This review concentrates on the newer material Read More

Telephone skills – Focus on the caller’s needs

Lawyers and tax advisers attended the recent MBL workshop on “Pick up the Phone – Client service and sales opportunities for professionals”. This article forms part of the learning resources for the session. Future workshops are listed at Kim Tasso - MBL Seminars. Telephone skills – Focus on the caller’s Read More

2025-04-18T09:41:48+01:00April 18, 2025|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

Referrer management: Diagnosis, Aims, Strategies and Action Planning

There were both lawyers (solicitors and barristers) and accountants at last week’s MBL LearnLive training session on “Developing More Work from Referrers & Intermediaries“. (Future dates: Kim Tasso - MBL Seminars). Their key interests – whether in fee-earning or business development roles - were working with external referrers and the Read More

2024-11-22T08:53:46+00:00November 22, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Strategy|

Change Management – Ted Lasso leadership lessons, emotions and coaching skills

Managing partners, heads of transformation and functional leaders joined a MBL “Tackling change management – a workshop for professional practices” full day workshop in London last week. It was great that law firms, accountancy firms and surveying firms were represented – as the challenges are similar. It was an intense Read More

2024-09-09T16:28:09+01:00May 3, 2024|Accountants, Kim's Blog, Lawyers, Management Skills, Property, Strategy|
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