Last week I had the pleasure of facilitating delegates from legal and accountancy firms in the PM Forum’s “Referral Management and Cross-Selling Accelerator” workshop. Here are the key points from the polls, break-out and discussion sessions with referrer management and cross-selling insights. I’ve also included a summary from a recent Read More
(Important update at March 2023 - please read this post art and science of overcoming clinical depression (2021) by Oliver Kamm" (kimtasso.com)). Today is World Mental Health Day. As a psychologist, counsellor and trustee of a mental health charity I thought I’d share my thoughts on this brilliant book. “Lost Read More
This report “Preparing the future workforce” is an important read for leaders of professional services firms (PSFs). Marketing professionals should consider it as part of their environmental analysis (SLEPT) and planning. Commercial advisers and employment lawyers will no doubt find the information of value. HR professionals will be interested in Read More
I recently attended The Law Society’s Law Management Section conference (#LMSConf2017 https://events.lawsociety.org.uk/ClientApps/Silverbear.Web.EDMS/public/default.aspx?tabId=37&id=1428&orgId=1&guid=1155d437-8a7a-467d-87cf-2c38cfd6fbe3) There were lots of excellent presentations and this blog (one of three) summarises the information relating to legal marketing case studies. The Law Society At the start of the conference Robert Bourns, President of The Law Society, mentioned Read More
I am still receiving additional material to supplement the White Paper (Apps by UK law, accountancy and property firms – Are we missing the digital revolution?) http://kimtasso.com/white-paper-apps-by-uk-law-accountancy-and-property-firms-are-we-missing-the-mobile-revolution Thanks to Samantha Davies, National Marketing Manager Haines Watts, for this case study. Here is the link to the app on their website http://www.hwca.com/clients/tax-publications/tax-rates-app/ Read More
