Analysis

Client Experience Management (CEM) – Research into the client journey at law firms

Whilst presenting a paper on strategic marketing at a recent professional services marketing conference in Sussex http://kimtasso.com/strategy-silos-is-marketing-guilty-too-align-integrate-focus-educate-and-champion/, one of my fellow presenters was Jonathan Winchester, chief executive of insight6 Limited https://insight6.com/ (which some of you may know as Shoppers Anonymous). He gave a fascinating talk about Client Experience Management (CEM Read More

2018-07-20T11:51:42+01:00July 20, 2018|Kim's Blog, Lawyers, Marketing, Relationship Management|

Marketing after the technology revolution?

This article appeared as the leader in Professional Marketing magazine (Summer 2018 edition) where I am Editorial Consultant in Chief. I used to think that the MarTech revolution had bypassed professional services but now I’m not so sure. I’ve seen the future and it is automated. So how will marketing Read More

2018-07-02T14:40:36+01:00July 2, 2018|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Property, Social Media, Strategy, Web Sites|

Accountancy marketing case study – Manufacturing and engineering benchmarking thought leadership at MHA

I’m always on the lookout for great marketing and communications campaigns and I found an excellent sector initiative by a UK wide accountancy association - Manufacturing and engineering benchmarking thought leadership at MHA. It's a good accountancy marketing case study. The main research publication is the annual report (the latest Read More

2018-06-08T10:47:20+01:00June 8, 2018|Accountants, Kim's Blog, Marketing, Social Media|

Referrer and intermediary management – 13 top tips from a workshop (May 2018)

I’m delighted to say that there were lots of delegates from law firms, accountancy firms, structural engineers, insolvency practitioners, banks and insurers at the recent referrer and intermediary management workshop in London http://www.mblseminars.com/Outline/Developing-More-Work-from-Referrers-_-Intermediaries/5770/ At the end of the day, after considering how to generate better and more recommendations from internal sources, Read More

2018-06-04T10:12:17+01:00June 4, 2018|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Property, Relationship Management, Selling|

Introducing the marketing planning process into a professional service firm

At the recent “Marketing planning in a nutshell” training workshop http://www.pmforum.co.uk/training.aspx, the focus was on the best way to introduce a marketing planning process into a professional service firm. While many of the larger professional service firms have sophisticated marketing and business development planning processes, some smaller firms are still Read More

2018-03-20T13:45:26+00:00March 20, 2018|Accountants, Kim's Blog, Lawyers, Marketing, Property, Strategy|
Go to Top