KCM

Introducing client portfolio management with dinosaurs – Be more T Rex (Video)

This week’s short (6 minute) video for professional service firms is "Introducing client portfolio management with dinosaurs - Be more T Rex". So whether thinking about the client portfolio of the firm, a team or a professional you need to be more T Rex. (Video script) Hi I’m Kim Tasso Read More

Kim Tasso2024-01-24T15:25:14+00:00July 13, 2020|Kim's Blog, Marketing, Relationship Management, Selling|

Key Account Management KAM – Managing key client meetings
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Key Account Management KAM – Managing key client meetings

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

Key Account Management KAM – Managing key client meetings

At a recent training workshop on helping fee-earners with Key Account Management KAM – the delegates requested that I write about how to manage key client meetings. Further details of this course can be found here http://www.pmforum.co.uk/training.aspx What often happens My observation is that at the start of a Key Read More

Kim Tasso2018-01-12T12:12:23+00:00July 24, 2017|Accountants, Kim's Blog, Lawyers, Management Skills, Property, Relationship Management, Selling|

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