Key takeaways from “How to manage and grow your private client practice” (Feb 2020)

Posted on: December 30, 2020 Key takeaways from “How to manage and grow your private client practice” (Feb 2020)

I’m making the final preparations for the first online presentation of the popular “How to manage and grow your private client practice” which takes place on 11th January 2021. I’m updating everything to reflect the lessons learned as we adapted to the Covid pandemic and highlighting some recent private client campaigns. As I do so, […]

Read More

25th Professional Marketing Forum Conference Report – ABM, redesigning M&BD teams, award-winning campaigns, persuasion, client feedback and ROI

Posted on: November 5, 2020 25th Professional Marketing Forum Conference Report – ABM, redesigning M&BD teams, award-winning campaigns, persuasion, client feedback and ROI

The Professional Marketing Forum Conference is the annual highlight for professional services marketers. A shorter version of this article on the 2020 conference appeared in the PM magazine November 2020 issue. This is the 25th Professional Marketing Forum Conference Report – ABM, redesigning M&BD teams, award-winning campaigns, persuasion, client feedback and ROI I certainly didn’t miss […]

Read More

Top picks from KAM training workshops (October 2020)

Posted on: October 20, 2020 Top picks from KAM training workshops (October 2020)

At last week’s “Towards KAM and ABM – helping fee-earners with relationship management” workshop (presented digitally through the PM Forum)  we covered a lot of content in a short amount of time. This post covers the top picks from KAM training workshops – as it includes feedback from a previous KAM workshop to show how […]

Read More

KAM Basics – Bowties and Diamonds (Video)

Posted on: October 4, 2020

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 an idea to help client […]

Read More

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 […]

Read More

Original branding by Matt Playford · A site by Fresh01