accountingweb

Proactive marketing and BD executives – Podcasts and Frameworks (Glinda’s wand?)

Law and accountancy firms from UK, Ireland and Poland were represented at the recent PM Forum workshop: “The Proactive Marketing and Business Development Executive”. Echoing a recent session for MBD assistants (The highs and lows from a new MBD assistants’ point of view), there was a desire for more time Read More

2025-11-27T17:13:41+00:00November 27, 2025|Accountants, Kim's Blog, Lawyers, Marketing|

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|
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