Performance Management Archives

Book review (Research): The client feedback playbook – How professional services firms can thrive using client insight by Graham Archbold
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Book review (Research): The client feedback playbook – How professional services firms can thrive using client insight by Graham Archbold

Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Relationship Management, Statistics and trends

Book review (Research): The client feedback playbook – How professional services firms can thrive using client insight by Graham Archbold

Client listening, research and insight are the lifeblood of professional services marketing. Because marketing is about anticipating and meeting client needs profitably. And client research is required for just about everything including: needs analysis, strategic planning, marketing planning, branding, key account management (KAM), targeting, service delivery, client experience management, pitching Read More

Kim Tasso2026-01-07T10:08:43+00:00January 7, 2026|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Relationship Management, Statistics and trends|

Growing a profitable surveying practice – Key insights and actions
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Growing a profitable surveying practice – Key insights and actions

Kim's Blog, Management Skills, Marketing, Property, Psychology, Relationship Management

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

Kim Tasso2025-06-26T09:25:47+01:00June 26, 2025|Kim's Blog, Management Skills, Marketing, Property, Psychology, Relationship Management|

Change Management – Heads, Hearts and Hands
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Change Management – Heads, Hearts and Hands

Accountants, Kim's Blog, Lawyers, Management Skills, Strategy

Change Management – Heads, Hearts and Hands

At this week’s change management for professional practices workshop, I welcomed delegates from legal, accountancy and property firms. Their roles included managing partner, head of HR, operations manager, lawyer and property management team leader. Their change challenges included new technology adoption, shifting from dedicated to centralised services, succession, team performance Read More

Kim Tasso2023-07-07T09:34:28+01:00July 7, 2023|Accountants, Kim's Blog, Lawyers, Management Skills, Strategy|

Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI (February 2023)
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Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI (February 2023)

Kim's Blog, Lawyers, Marketing, Strategy

Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI (February 2023)

This post summarises some of the key themes emerging from the recent online MBL “How to manage and grow your private client practice” full day session . It is intended to supplement the learning resources for delegates provided on the day – delegate aims, poll results and takeaways are shown Read More

Kim Tasso2023-02-28T14:17:44+00:00February 28, 2023|Kim's Blog, Lawyers, Marketing, Strategy|

PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback
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PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback

Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling

PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback

This article was published in the latest edition of PM Forum Magazine. PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback. The event took place on September 29th 2022. After two years online, you could feel the excitement of being face-to-face with 150 people in Read More

Kim Tasso2022-11-18T16:43:51+00:00November 18, 2022|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|