Business Development

Don’t try to boil the ocean – Be more focused with Cross-Selling and Referrer Management Strategies

At the recent MBL workshop on cross-selling and referrer management, we adopted a back-to-basics approach for these strategies. (see Kim Tasso – MBL Seminars for details of future sessions).  Delegates from legal, property, construction and financial services firms came together to look at how to initiate or improve their cross-selling and referrer Read More

Zip your lip – Resist the temptation to provide instant answers (Coaching and Consulting Skills)

At the recent PM Forum – PM Forum training workshop on “Coaching and Consulting skills for marketing and business development professionals” we spent time considering key coaching and consulting skills and processes. Zip your lip - Resist the temptation to provide instant answers (Coaching and Consulting Skills) During introductory discussions, three key themes Read More

Promoting strategy conversations with questions – Be more strategic

December’s “Be more strategic” PM Forum – PM Forum workshop for marketing and business development (MBD) professionals moved back to a full day format following feedback from previous delegates. Law and accountancy firms were represented on this session – during which there were various threads on strategy conversations. Promoting strategic conversations with Read More

2025-12-19T11:40:20+00:00December 19, 2025|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Strategy|
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