Introducing client portfolio management with dinosaurs – Be more T Rex (Video)

Posted on: July 13, 2020

This week’s short (6 minute) video for professional service firms is “Introducing client portfolio management with dinosaurs – Be more T Rex”. So whether thinking about the client portfolio of the firm, a team or a professional you need to be more T Rex. (Video script) Hi I’m Kim Tasso Today we are going to […]

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Marketing basics – What are the 4Ps and why are they still useful? (Video)

Posted on: May 11, 2020

My latest video (7 minutes) is “Marketing basics – What are the 4Ps and why are they still useful?”. It will help you avoid making a common mistake to ensure that your marketing is effective. The video is designed for non-marketers who want to understand one of the most influential frameworks in marketing and how […]

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The growth of MarTech in professional services

Posted on: March 5, 2020 The growth of MarTech in professional services

These two articles on the growth of MarTech in professional services were published in the February and March 2020 editions of Professional Marketing Magazine. Wouldn’t it be good if there was a central source of information about marketing automation and technology (MarTech) in professional services – whether in law, accountancy, surveying or consultancy practices and […]

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Enquiry management: Converting more telephone enquiries with basic sales training

Posted on: July 25, 2019 Enquiry management: Converting more telephone enquiries with basic sales training

At a “Business development for lawyers” course a while back the topic that the delegates asked me to write about was that of converting telephone enquiries. More recently, at a practice development course for private client solicitors, the same issue arose and other insights were shared at a recent in-house workshop on the topic. So […]

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Commerciality – Finance, pricing, innovation and research

Posted on: May 13, 2019 Commerciality – Finance, pricing, innovation and research

Earlier this year we ran the first “Commerciality – Finance, Pricing, Innovation and Research” workshop through Professional Marketing Forum. https://www.pmforum.co.uk/training.aspx.  I am delighted to report that the consensus was that it was a success (even though we have some tweaks to make to the timing for all the group exercises). Here are the highlights:  Aims […]

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