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 Read More
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 Read More
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 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
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 Read More
