Client service

Telephone skills – Focus on the caller’s needs

Lawyers and tax advisers attended the recent MBL workshop on “Pick up the Phone – Client service and sales opportunities for professionals”. This article forms part of the learning resources for the session. Future workshops are listed at Kim Tasso - MBL Seminars. Telephone skills – Focus on the caller’s Read More

2025-04-18T09:41:48+01:00April 18, 2025|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

Private Client – Vision, Leadership, Plan, Engagement and Delegation

Last week’s MBL workshop on “How to manage and grow your private client practice” saw 100% delegates highly satisfied with the course overall, 100% highly satisfied with the trainer (that’s me!) and 100% highly satisfied with the course materials. One delegate commented: “Thank you very much - lots of food Read More

2024-11-28T14:08:03+00:00November 28, 2024|Kim's Blog, Lawyers, Management Skills, Marketing, Social Media|

Book review: You’re not listening – What you’re missing and why it matters by Kate Murphy

Active listening is a core communication skill that is fundamental for creating and developing relationships. Yet listening doesn’t receive nearly as much attention as other communication skills such as speaking, writing, presenting and negotiating. Effective listening is critical for so many activities such as learning, leading, client service, consulting, coaching, Read More

2024-06-07T08:15:32+01:00June 7, 2024|Kim's Blog, Management Skills, Relationship Management, Selling|
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