Here are the key points from a presentation titled “Cross selling – the dream versus the reality” I made yesterday at The Law Society Law Management Section Annual Conference 2014. Thanks to all those folk who took the time to give me some positive feedback afterwards – it was much Read More
At the “Towards KAM – helping fee-earners with relationship management” session last week one of things generating most interest and discussion was the issue that while most firms had identified the stages in the sales or new business development process in their firms, few had achieved the same level of Read More
To support the training in the “Helping fee-earners prepare the perfect pitch” session I present for PM Forum http://www.pmforum.co.uk/training/ (the next scheduled session is on 6th Feb), I regularly review trends and developments in pitching in the professions. Using information reported The Lawyer magazine, here are my observations on the Read More
One of the most valuable sessions at the annual Professional Marketing Conference is where a panel of clients are asked questions about how professional advisers can improve their services and market more effectively to them. Client feedback is always useful. This year’s line-up – moderated by Elliott Moss, Director of Read More
A while back I blogged about some of the best books on account management http://kimtasso.com/getting-to-grips-with-key-account-management-kam but I omitted to mention this book (Seven keys to managing strategic accounts) which was published in 2003. It’s important because it is a joint effort with Miller Heiman – the creators of strategic selling® - Read More
