Top picks from KAM training workshops (October 2020)

Posted on: October 20, 2020 Top picks from KAM training workshops (October 2020)

At last week’s “Towards KAM and ABM – helping fee-earners with relationship management” workshop (presented digitally through the PM Forum)  we covered a lot of content in a short amount of time. This post covers the top picks from KAM training workshops – as it includes feedback from a previous KAM workshop to show how […]

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KAM Basics – Bowties and Diamonds (Video)

Posted on: October 4, 2020

In this short video (4 minutes) I address some KAM Basics – Bowties and Diamonds (Video). What key client relationships look like when they are a bowtie or diamond configuration. (Video script KAM Basics – Bowties and Diamonds) Hi I’m Kim Tasso And today I am going to talk about an idea to help client […]

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Six themes on cross-selling and referrer management workshop highlights (2020)

Posted on: September 17, 2020

Yesterday I facilitated an interactive workshop through the Professional Marketing Forum  on cross-selling and referrer management. I promised the delegates – representing a range of legal and accountancy practices – that I would summarise and share the key points arising from the session and the six themes to supplement their learning resources. Aims and issues […]

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Introducing client portfolio management with dinosaurs – Be more T Rex (Video)

Posted on: July 13, 2020

This week’s short (6 minute) video for professional service firms is “Introducing client portfolio management with dinosaurs – Be more T Rex”. So whether thinking about the client portfolio of the firm, a team or a professional you need to be more T Rex. (Video script) Hi I’m Kim Tasso Today we are going to […]

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Managing Partners’ Forum Awards 2020 – Marketing, client service, innovation, learning and culture change

Posted on: March 16, 2020 Managing Partners’ Forum Awards 2020 – Marketing, client service, innovation, learning and culture change

I’ve been one of the judges on the annual Managing Partners’ Forum Awards for many years – across a number of categories. I was invited to attend the Awards dinner (again at the Marriot Grosvenor Square) to celebrate with the short-listed firms across three themes – Client, Community and Business. I thought I’d highlight some […]

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