Commerciality Archives

Book review (Research): The client feedback playbook – How professional services firms can thrive using client insight by Graham Archbold
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Book review (Research): The client feedback playbook – How professional services firms can thrive using client insight by Graham Archbold

Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Relationship Management, Statistics and trends

Book review (Research): The client feedback playbook – How professional services firms can thrive using client insight by Graham Archbold

Client listening, research and insight are the lifeblood of professional services marketing. Because marketing is about anticipating and meeting client needs profitably. And client research is required for just about everything including: needs analysis, strategic planning, marketing planning, branding, key account management (KAM), targeting, service delivery, client experience management, pitching Read More

Kim Tasso2026-01-07T10:08:43+00:00January 7, 2026|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Relationship Management, Statistics and trends|

Marketing and Business Development (MBD) law firm case studies (2024-2025)
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Marketing and Business Development (MBD) law firm case studies (2024-2025)

Kim's Blog, Lawyers, Management Skills, Marketing, Relationship Management, Strategy

Marketing and Business Development (MBD) law firm case studies (2024-2025)

I’ve been remiss in collating recent marketing and business development case studies. The last batch I published was Marketing and BD case studies in legal, accountancy, consultancy (April 2024) and Marketing case studies – Digital thought leadership campaigns (February 2025). So here is a bumper edition which serves as a Read More

Kim Tasso2025-11-18T17:45:40+00:00November 18, 2025|Kim's Blog, Lawyers, Management Skills, Marketing, Relationship Management, Strategy|

Proactive Marketing and BD Executive: Skills questions
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Proactive Marketing and BD Executive: Skills questions

Kim's Blog, Marketing, Relationship Management

Proactive Marketing and BD Executive: Skills questions

It was a full house at PM Forum’s “Proactive Marketing and Business Development Executive” online full day workshop with 19 enthusiastic delegates from all over the UK – and two from Poland. This article supplements the learning resources for the workshop. Proactive Marketing and BD Executive: Skills questions Throughout the day there was Read More

Kim Tasso2025-04-29T11:08:38+01:00April 29, 2025|Kim's Blog, Marketing, Relationship Management|

Chartered Institute of Marketing (CIM) updates standard and qualifications (2024)
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Chartered Institute of Marketing (CIM) updates standard and qualifications (2024)

Kim's Blog, Management Skills, Marketing, Social Media

Chartered Institute of Marketing (CIM) updates standard and qualifications (2024)

Marketing moves at a very fast pace – and professional marketing standards and qualifications need to keep up. The Chartered Institute of Marketing (CIM) has revised its professional qualifications. The last major revision was in 2020. CIM qualifications provide guidance on what knowledge, skills and behaviours are needed throughout a Read More

Kim Tasso2024-09-03T10:54:19+01:00September 3, 2024|Kim's Blog, Management Skills, Marketing, Social Media|

Private client commercial conversations
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Private client commercial conversations

Kim's Blog, Lawyers, Relationship Management, Statistics and trends

Private client commercial conversations

At a recent business conversation skills session, private client and family lawyers asked about the nature of commercial conversations with individual clients (as opposed to business clients). These private clients are often high net worth (or ultra high net worth). So here are some thoughts on private client commercial conversations. Read More

Kim Tasso2025-01-08T16:11:57+00:00March 27, 2024|Kim's Blog, Lawyers, Relationship Management, Statistics and trends|