In early January, over 20 delegates joined an MBL online training session on “Managing and growing your private client practice”. This article shows the poll results and summarises the points arising from the discussions and breakout sessions and supplements the materials provided at the session. Introductions 55% of the delegates Read More
Todays’ video explores change management basics – both from individual (psychology) and organisational (business) perspectives. (Video script) I’m Kim Tasso. Today we are going to look at some core ideas around change management. We all experienced massive change during Covid – because we had to. But without a major crisis Read More
In this short video (4 minutes) I address some KAM Basics - Bowties and Diamonds (Video). What key client relationships look like when they are a bowtie or diamond configuration. (Video script KAM Basics - Bowties and Diamonds) Hi I’m Kim Tasso And today I am going to talk about Read More
I recently ran the popular “Be more strategic” session with PM Forum in a modified digital session. It seemed to go well and there was a good level of interaction with delegates who were mostly from law firms but with representatives from the accountancy and actuarial sectors. Not surprisingly, everyone Read More
In my latest short soft skills video (9 minutes) I look at Leadership teams: Maverick Magpies and Predictable Pigeons. I briefly explore some leadership themes including task vs relationship, future vs present, leadership vs management, strategy vs operations and visionaries vs integrators. (Script) Hi. Today I’d like to talk to Read More
