Highlights from a referrer management workshop (2020)

Posted on: December 22, 2020 Highlights from a referrer management workshop (2020)

It was great to see so many people on the December digital presentation of the popular MBL “Developing more work from referrers and intermediaries” workshop – there were representatives from law, accountancy, insolvency and engineering firms. Here are the highlights from a referrer management workshop. Amongst the aims of the delegates were: To develop a […]

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Six themes on cross-selling and referrer management workshop highlights (2020)

Posted on: September 17, 2020 A personal approach to cross-selling

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 learning resources. Aims and issues […]

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Animal magic of buy-in and stakeholder engagement (Video)

Posted on: September 11, 2020

Today’s video provides 11 tips with the animal magic of buy-in and stakeholder engagement. (Video script – Animal magic of buy-in and stakeholder engagement) Hi. I’m Kim Tasso. I’ve spent many years helping people to achieve buy-in – that is, getting senior management and colleagues to accept and support their ideas. It’s the personal psychology […]

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CIM’s Innovation in Marketing

Posted on: August 24, 2020 Innovation in marketing

People often ask me about innovation in marketing. There is lots of information around on the subject – particularly as we struggle with how to move out of the Covid-19 pandemic restrictions, through technologically-disrupted markets and into whatever the “new normal” might be. So I thought I would revisit the Chartered Institute of Marketing’s (CIM) […]

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The growth of MarTech in professional services

Posted on: March 5, 2020 The growth of MarTech in professional services

These two articles on the growth of MarTech in professional services were published in the February and March 2020 editions of Professional Marketing Magazine. Wouldn’t it be good if there was a central source of information about marketing automation and technology (MarTech) in professional services – whether in law, accountancy, surveying or consultancy practices and […]

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