Client experience

28th PM Forum Conference: Organisational culture, mentoring, digital distraction, ESG and client experience (2023)

For over 20 years I have attended and reported on the annual Professional Marketing conference. Sometimes I have also presented sessions. The latest conference was reported in the winter edition of PM Magazine. Thanks to editor Matt Baldwin for his assistance. The theme of the 28th conference this year was Read More

2023-11-24T09:58:30+00:00November 24, 2023|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing|

Book review – Managing Brands

This post reviews the core material covered in Managing Brands Chartered Institute of Marketing (CIM) professional qualification (Level 6 elective New CIM professional marketing qualifications - 2020 (kimtasso.com)) and the Cambridge Marketing College’s Marketing Manager Apprenticeship – a Level 6 Qualification (kimtasso.com). It provides an overview of the Managing Brands Read More

2023-05-11T17:53:57+01:00May 11, 2023|Kim's Blog, Management Skills, Marketing, Strategy|

Telephone skills for lawyers and accountants – Confidentiality, client experience, accents and gatekeepers

There have been many requests recently for inhouse training on telephone skills to support client service and selling both for fee-earners and support staff. Earlier in April I ran a public MBL “Pick up the phone – Client service and sales opportunities for professionals in the digital age” online training Read More

2023-04-24T13:08:10+01:00April 24, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|
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