MBL

Telephone skills – Provide the human touch (with AI assistance)

At the recent MBL workshop  on “Pick up the phone – client service and sale opportunities for professionals” we looked at the role of telephone calls in sales and service, managing inbound calls and making outbound calls. There was debate about the role and value of automated and AI-generated telephone answering services. And Read More

2026-04-07T15:49:03+01:00April 7, 2026|Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

Don’t try to boil the ocean – Be more focused with Cross-Selling and Referrer Management Strategies

At the recent MBL workshop on cross-selling and referrer management, we adopted a back-to-basics approach for these strategies. (see Kim Tasso – MBL Seminars for details of future sessions).  Delegates from legal, property, construction and financial services firms came together to look at how to initiate or improve their cross-selling and referrer Read More

Law firm trainees engage in marketing and business development

I was joined by 12 trainee solicitors from a variety of firms for an online workshop on “A Trainee’s Guide to Marketing & Business Development (MBD) in a Law Firm”.  This article summarises some of the themes that emerged during discussions and supplements the learning resources for the session. Law Read More

2026-02-28T16:43:32+00:00February 28, 2026|Kim's Blog, Lawyers, Marketing|

Private Client – Strategic and Operational Plans

Last week I facilitated MBL’s  workshop on “How to manage and grow your private client practice”. Amongst the delegates were newly-appointed partners and heads of Private Client departments. Almost every delegate left with the view that they needed to consider strategic issues, engage the team in those discussions and agree Read More

Confidence – Radiators and Drains and the 90 second rule for emotional control

At the recent MBL session on “Boost Your Confidence at Work – A toolbox for professionals” we explored confidence in the workplace. Both what affects how we feel inside (self-confidence) and what we convey to others (confidence).  We explored numerous tools to help us feel more confident internally and externally. A couple of Read More

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