25th Professional Marketing Forum Conference Report – ABM, redesigning M&BD teams, award-winning campaigns, persuasion, client feedback and ROI

Posted on: November 5, 2020 25th Professional Marketing Forum Conference Report – ABM, redesigning M&BD teams, award-winning campaigns, persuasion, client feedback and ROI

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 […]

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KAM Basics – Bowties and Diamonds (Video)

Posted on: October 4, 2020

In this short video (4 minutes) I address some KAM Basics – Bowties and Diamonds (Video). What key client relationships look like when they are a bowtie or diamond configuration. (Video script KAM Basics – Bowties and Diamonds) Hi I’m Kim Tasso And today I am going to talk about an idea to help client […]

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Six themes on cross-selling and referrer management workshop highlights (2020)

Posted on: September 17, 2020 A personal approach to cross-selling

Yesterday I facilitated an interactive workshop through the Professional Marketing Forum  on cross-selling and referrer management. I promised the delegates – representing a range of legal and accountancy practices – that I would summarise and share the key points arising from the session and the six themes to supplement their learning resources. Aims and issues […]

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Marketing strategy for accountants and tax advisors (Video)

Posted on: May 6, 2020

On 23rd April, in conjunction with Tim Prizeman of Kelso PR, I participated in a webinar on “Emergency marketing for accountants – launching services and gaining clients during the crisis and recovery”. My 17 minute segment focused on marketing strategy for accountants and tax advisors – but the principles are the same for law firms […]

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Accountancy marketing case study – How KPMG influenced £35 million in new business by blending digital and offline media

Posted on: March 5, 2020 Accountancy marketing case study - How KPMG influenced £35 million in new business by blending digital and offline media

This blog summarises information published when KPMG won a B2B marketing award for the “Changing futures” best multichannel campaign in 2018  and a talk provided by Daniel Sullivan of KPMG at the September 2019 Professional Marketing Forum Annual Conference. This accountancy marketing case study – How KPMG influenced £35 million in new business – is […]

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