Kim TassoSix themes on cross-selling and referrer management workshop highlights (2020)
Posted on: September 17, 2020Yesterday 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 […]
Marketing strategy for accountants and tax advisors (Video)
Posted on: May 6, 2020On 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 […]
Accountancy marketing case study – How KPMG influenced £35 million in new business by blending digital and offline media
Posted on: March 5, 2020
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 […]
Nine reflections on thought leadership (2019)
Posted on: September 9, 2019
It was a full house at the recent Professional Marketing Forum training workshop https://www.pmforum.co.uk/training.aspx on thought leadership. Here are the nine reflections on thought leadership identified by the 18 delegates at the end of the session: Use books for thought leadership – Publishing a book was the original way that professionals conducted thought leadership campaigns. […]
Enquiry management: Converting more telephone enquiries with basic sales training
Posted on: July 25, 2019
At a “Business development for lawyers” course a while back the topic that the delegates asked me to write about was that of converting telephone enquiries. More recently, at a practice development course for private client solicitors, the same issue arose and other insights were shared at a recent in-house workshop on the topic. So […]