It was a full house on the recent “Cross-selling and referrer management accelerator” workshop from PM Forum. There are lots of insights shared by delegates below. But I wanted to focus on cross-selling and referrer management – Expectations, Data and Focus. Expectations and Goals An effective cross-selling or referrer Read More
The start of a New Year means new habits right? I have run training sessions on improving personal effectiveness for many years so it was good to find an introductory book that covers the majority of the topics. It also contains a fair amount of positive psychology (which is pretty Read More
It was a full house at the recent PM Forum digital workshop on campaign development, thought leadership and project management. Here is a summary of three themes on campaign development and thought leadership – Education, Integration and Measurement. Delegate polls and feedback are also shown. Key themes - Education, Integration Read More
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
I have prepared a short (8 minute) video on Strategy basics – Mission and vision statements with hedgehogs and helicopters. (Script) Hi, I’m Kim Tasso Today we are going to delve into mission and vision statements with helicopters and hedgehogs. We are going to think about why we are in Read More
