Kim TassoA strategy for developing more private client work
Posted on: September 20, 2019
A shorter version of this article on A Strategy for developing more private client work was published in The Law Society’s Private Client Section in September 2019 https://communities.lawsociety.org.uk/september-2019/workshop-developing-more-private-client-work/6000337.article At the Law Society’s Private Client Conference in June 2019 I presented a short workshop on “Developing more private client work”. The session covered: 1. Develop a […]
Change management and Employee engagement
Posted on: April 8, 2019
At the recent MBL Change management workshop https://www.mblseminars.com/Outline/Tackling-Change-Management—A-Workshop-for-Professional-Practices/8417 we covered a lot of topics but the one that generated most interest was employee engagement. Change management and Employee engagement is particularly important in professional service firms where highly-skilled people are constantly on the front line with clients so it has a direct impact on service […]
10 key points all about buy-in in professional services (Manchester and Dublin 2019)
Posted on: March 3, 2019
I was delighted to present at the North West Region group of Professional Marketing Forum http://www.pmforum.co.uk/locations/north-west.aspx in Manchester all about buy-in in professional services recently. The lunchtime session was hosted by PwC (thanks to regional chair Rachel Kelly and the committee for organising). And it was fantastic that over 60 people signed up – one […]
A personal approach to cross-selling
Posted on: August 2, 2018
In my blog posts about referrer management and cross-selling, I usually tackle the subject from a firm-wide perspective – goals, strategy, planning, change management, systems, information, rewards and measurement. But many lawyers, accountants and surveyors – especially those at the early stages of their career – ask me what they can do personally to support […]
Vuture – Marketing and relationship management automation in professional services firms
Posted on: April 17, 2018
My occasional reviews of marketing technology led me to talk to Jennifer Miller at Vuture about the latest developments in marketing and relationship management automation in professional services firms. What is Vuture? Vuture is a platform that works above CRM database systems including; LexisNexis InterAction, Salesforce, Dynamics, Peppermint and OnePlace, to act as a connector […]