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 Read More
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 Read More
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 Read More
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 Read More
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. Read More
