Yesterday, I was delighted that the West Midlands branch of Professional Marketing Forum invited me to run a condensed “Campaign management in the professions” session. It was a great turnout with over 30 folk from legal, accountancy, actuarial, property and patent attorney firms. We enjoyed sunshine and the wonderful hospitality Read More
I was struck at a recent PM training course “Towards KAM – helping fee-earners with client relationship management” that there were a number of business development professionals in professional service firms who were in dedicated key account management roles. So books on Key Account Management (KAM) are topical and I reviewed Read More
I recently reviewed the book “Effective client management in professional services – how to build successful client relationships” by Jack Berkovi (see http://kimtasso.com/book-review-effective-client-management-professional-services-build-effective-client-relationships-jack-berkovi/ ) and have summarised below the key points of some of the Accountancy marketing case studies for ease of reference: BDO Allan Evans is on the global Read More
I’ve worked with many private client practice teams over the years – ever since I first wrote the marketing and business development chapter for the Law Society’s “Probate Practitioners Handbook” over a decade ago. The market and clients have changed beyond recognition making it even more challenging for private client lawyers Read More
The start of a new year usually heralds a host of sincere resolutions for things that you will do differently or better in future. Many start a new year with revised goals. But before you set your goals – check your limiting assumptions. Much of my work is spent straddling Read More