financial services marketing

Don’t try to boil the ocean – Be more focused with Cross-Selling and Referrer Management Strategies
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Don’t try to boil the ocean – Be more focused with Cross-Selling and Referrer Management Strategies

Accountants, Kim's Blog, Lawyers, Marketing, Property, Relationship Management, Selling

Don’t try to boil the ocean – Be more focused with Cross-Selling and Referrer Management Strategies

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

Kim Tasso2026-03-11T12:27:11+00:00March 11, 2026|Accountants, Kim's Blog, Lawyers, Marketing, Property, Relationship Management, Selling|

Be more strategic: Top-down or bottom-up, marketing and sales integration and property marketing
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Be more strategic: Top-down or bottom-up, marketing and sales integration and property marketing

Accountants, Kim's Blog, Lawyers, Marketing, Property, Relationship Management, Selling, Strategy

Be more strategic: Top-down or bottom-up, marketing and sales integration and property marketing

In early December we welcomed 15 delegates to a PM Forum “Be more strategic” workshop. The delegate aims, views and key takeaways are shown below. The workshop covered strategic thinking, business strategy and marketing and business development (MBD) strategy. We looked at case studies from professional services firms. From the Read More

Kim Tasso2024-10-29T10:00:05+00:00December 18, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Property, Relationship Management, Selling, Strategy|