At the recent PM Forum - PM Forum workshop on “Towards KAM and ABM: Helping fee-earners with client relationship management” we were joined by delegates from across the UK in legal, accountancy, actuarial and engineering firms. I’ve summarised the delegate aims, poll results and key takeaways below as an addition Read More
Following the success of Being more strategic - Case studies and insights (Ireland May 2023) (kimtasso.com) last year, I was invited back to Dublin earlier this month. The topic of the half day training session was “Becoming a proactive marketing and business development (MBD) executive” which was tailored by the Read More
At a PM Forum - PM Forum training workshop earlier in the month we welcomed an even number of law and accountancy firm delegates with a healthy number of consultancies also represented. Challenges were explored as we discussed topics including: pitch processes and plans, selling and writing techniques and presenting Read More
Professionals – lawyers, accountants, surveyors and marketers – need to create and maintain a personal brand as part of their career development, marketing and selling. But how do you create a personal brand? And position it appropriately with the right level of awareness? Here I summarise a simple process to Read More
This article was published in March 2024 in The Law Society’s Private Client Solicitor publication. Content is usually reserved for members but this version is available to all Tricks of the trade | Feature | Communities - The Law Society. A three-tier approach to private client marketing Tricks of the Read More
