Communications

Cross-selling and referrals – Listen, Focus and Proximity

I thought you might appreciate some highlights from the recent PM Forum workshop “Cross-selling and referrer management accelerator”. Delegates represented real estate, litigation, social housing, accountancy and insolvency teams. They variously targeted commercial organisations, professional practices and private client markets - some internationally. Some had sophisticated and established referral programmes whilst others Read More

2025-03-17T09:19:23+00:00March 17, 2025|Accountants, Kim's Blog, Lawyers, Marketing|

Internal Communications – Employee listening

As a long-standing member of the Institute of Directors  I was surprised to learn that there is special interest groups for Marketing Communications | Institute of Directors. So I attended one of its webinars yesterday: “Are you really listening – Unlocking innovation and engagement in the workplace” which focused on Read More

2025-02-26T13:23:32+00:00February 26, 2025|Kim's Blog, Management Skills, Psychology|

Change challenges – Culture, Communications and Clutter (change frameworks and stakeholder engagement)

At the recent PM Forum - PM Forum training workshop on “Supporting change” law and accountancy firm delegates progressed through three modules: individual change (psychological processes), organisational change and change processes and tools. Throughout the session there was delegate discussions and break out groups – a summary of which is Read More

2024-12-16T08:59:36+00:00December 16, 2024|Accountants, Kim's Blog, Lawyers, Management Skills, Strategy|

Referrer management: Diagnosis, Aims, Strategies and Action Planning

There were both lawyers (solicitors and barristers) and accountants at last week’s MBL LearnLive training session on “Developing More Work from Referrers & Intermediaries“. (Future dates: Kim Tasso - MBL Seminars). Their key interests – whether in fee-earning or business development roles - were working with external referrers and the Read More

2024-11-22T08:53:46+00:00November 22, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Strategy|
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