Onboarding

Growing a profitable surveying practice – Key insights and actions

Last week I led an intensive and experiential MBL workshop on “Managing and Marketing a Profitable Surveyors Practice” (Kim Tasso - MBL Seminars). Delegates from medium-sized practices covered both commercial and residential sectors and their services included: strategic advisory, valuations, building surveying, dilapidations, town planning, agency, development, Landlord & Tenant, Read More

A three-tier approach to private client marketing

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

2024-10-28T15:08:45+00:00May 9, 2024|Kim's Blog, Lawyers, Marketing, Strategy|

Referrer Management – Capacity and Capability

This article is a summary of the conversation and key takeaways from a workshop in London for MBL.  Delegates included both partners and business development professionals (some with a banking background) from law firms (employment, criminal, disputes, offshore), accountancy practices (audit, forensic, insolvency and restructuring and financial services. Some were Read More

The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Just before Easter I spent a day facilitating the popular PM Forum training workshop “The Proactive M&BD Executive”. With a full house of marketing and business development executives from legal and accountancy firms across the UK it was an interactive, valuable and fun day (Thank you delegates for your spirited engagement Read More

2023-04-12T18:25:44+01:00April 12, 2023|Kim's Blog, Marketing, Social Media|

Cultivate a cross-selling culture

We were joined by delegates from legal, accountancy and consultancy firms for PM Forum’s “Cross-selling and referrer management accelerator” workshop earlier in March. A summary of delegate discussion topics and poll results are shown below to add to the learning resources from the session. While we discussed various tools and Read More

2023-03-16T09:48:05+00:00March 16, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|
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