Planning Archives - Page 14 of 22

Accountancy marketing case studies – Strategy and relationship management at BDO, Grant Thornton and RSM International

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

Kim Tasso2015-02-04T09:09:01+00:00February 4, 2015|Accountants, Kim's Blog, Management Skills, Marketing, Relationship Management, Strategy|

Key challenges when developing and sustaining your private client practice

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

Kim Tasso2015-01-22T15:42:23+00:00January 22, 2015|Kim's Blog, Lawyers, Management Skills, Marketing, Strategy|

Before you set your goals – check your limiting assumptions

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

Kim Tasso2024-06-28T09:16:50+01:00January 2, 2015|Kim's Blog, Management Skills, Strategy|

Back to basics – The importance of segmentation and personas
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Back to basics – The importance of segmentation and personas

Kim's Blog, Marketing, Strategy

Back to basics – The importance of segmentation and personas

While it is easy to get wrapped up in all the amazing digital technologies that are available to marketers (I recently read a report that said, on average, even a junior marketer will use up to 100 different technologies in a day without even noticing) sometimes it is important to Read More

Kim Tasso2016-10-28T10:39:05+01:00November 25, 2014|Kim's Blog, Marketing, Strategy|

Opportunities and challenges in the legal market – presentation by Steve Billot of Duff and Phelps

I was fortunate to be at an event organised by Rix & Kay Solicitors http://www.rixandkay.co.uk/ a week ago where Steve Billot of Duff and Phelps http://www.duffandphelps.com/expertise/our_team/Pages/bio.aspx?itemid=546&list=People gave a presentation on opportunities and challenges in the legal market. What struck me was that whilst law firms are playing in an increasingly Read More

Kim Tasso2014-11-05T16:51:33+00:00November 5, 2014|Accountants, Kim's Blog, Lawyers, Management Skills, Statistics and trends, Strategy|