At the recent MBL workshop on cross-selling and referrer management, we adopted a back-to-basics approach for these strategies. (see Kim Tasso – MBL Seminars for details of future sessions). Delegates from legal, property, construction and financial services firms came together to look at how to initiate or improve their cross-selling and referrer Read More
I was joined by 12 trainee solicitors from a variety of firms for an online workshop on “A Trainee’s Guide to Marketing & Business Development (MBD) in a Law Firm”. This article summarises some of the themes that emerged during discussions and supplements the learning resources for the session. Law Read More
Last week I facilitated MBL’s workshop on “How to manage and grow your private client practice”. Amongst the delegates were newly-appointed partners and heads of Private Client departments. Almost every delegate left with the view that they needed to consider strategic issues, engage the team in those discussions and agree Read More
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
Delegates (fee-earners, marketing/business development professionals and bid specialists) from legal, accounting and insurance firms joined us for MBL’s workshop on “Pitch Perfect - How to Prepare and Present Winning Pitches and Tenders”. Future sessions are listed here: Kim Tasso – MBL Seminars, Whilst we talked extensively about the internal processes Read More
