At the recent MBL “Developing More Work from Referrers & Intermediaries” full day digital workshop what emerged from delegate discussions were three referrer management themes – Plans, Relationship and Communication. Agree targets and plans It became apparent early in the session that there was a need for different levels of Read More
(Script) Hi. I’m Kim Tasso. And I guess you are watching this video because you are curious about curiosity? I’m going to explore what is curiosity and why is it so important in business relationships. As well as for learning, your future employability and even your leadership. Then I’ll take Read More
A shorter version of this book review: Digital Body Language – How to build trust and connection no matter the distance by Erica Dhawan was published in the Summer 2021 edition of Professional Marketing Magazine which is sent free to members of the Professional Marketing Forum. Overview I was excited Read More
Many firms – particularly since the rapid digital transformation resulting from the Covid crisis – are focussing on improving the User Experience (Ux) and Client Experience Management (CEM). But there are always occasions when things don’t go to plan, errors are made, expectations are not met or there are delays Read More
18 delegates from law, accountancy and property firms joined me at the June PM Forum workshop on Key Account Management (KAM) and Account Based Marketing (ABM). The focus was on supporting fee-earners with client relationship management in KAM and ABM programmes at a firm-wide or client level. I’ve summarised Six Read More
