Introducing client portfolio management with dinosaurs – Be more T Rex (Video)

Posted on: July 13, 2020

This week’s short (6 minute) video for professional service firms is “Introducing client portfolio management with dinosaurs – Be more T Rex”. So whether thinking about the client portfolio of the firm, a team or a professional you need to be more T Rex. (Video script) Hi I’m Kim Tasso Today we are going to […]

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Improve your strategic thinking – Seven insights (2020)

Posted on: June 22, 2020 Improve your strategic thinking – Seven insights (2020)

At the beginning of 2020 at a “Being more strategic” workshop by the Professional Marketing Forum  the delegates – from a variety of legal, accountancy, property and consultancy firms – reflected on how to improve strategic thinking both in themselves and their firms. A further session is imminent and I will share some information about […]

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The growth of MarTech in professional services

Posted on: March 5, 2020 The growth of MarTech in professional services

These two articles on the growth of MarTech in professional services were published in the February and March 2020 editions of Professional Marketing Magazine. Wouldn’t it be good if there was a central source of information about marketing automation and technology (MarTech) in professional services – whether in law, accountancy, surveying or consultancy practices and […]

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Why do you need a business plan?

Posted on: March 2, 2020 Why do you need a business plan?

Many of the clients I work with in the legal, accountancy, property and other sectors are relatively small but fast-growing businesses with up to 30 owner-managers. It is surprising the number of them that either don’t have a business plan or have a plan that is out-of-date or that doesn’t include all of the right […]

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Nine reflections on thought leadership (2019)

Posted on: September 9, 2019 Nine reflections on thought leadership (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. […]

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