Professional Services Marketing

Book review: Connected leadership – How professional relationships underpin executive success by Andy Lopata

I’ve read many books on professional relationships – and I’ve even written one myself (see Better Business Relationships book by Kim Tasso (Bloomsbury)). But I’m always on the look out for more that are relevant for professional services and practical. This book addresses networking (both in person and through social Read More

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|

Future Marketing/BD Manager – Build resilience to avoid being overwhelmed

A key theme arising at the March PM Forum “Future Marketing/Business Development Manager”   (with delegates from legal, accountancy and consultancy firms) was about being overwhelmed. There were conversations about overwhelmed marketing/BD managers, overwhelmed M&BD teams and overwhelmed fee-earners. Often this was due to heavy and growing workloads – with Read More

2023-03-07T08:53:05+00:00March 7, 2023|Kim's Blog, Management Skills, Marketing|

Be more strategic – A metaphor: Analyse, join and align the dots

At the start of March, there was an online PM Forum workshop on “Being more strategic”. Delegates were from legal and accountancy firms with roles as varied as marketing, digital marketing, business development, PR and key accounts (executives, managers and a director). Below is a summary of the key themes Read More

2023-03-06T11:22:47+00:00March 6, 2023|Kim's Blog, Marketing, Strategy|

Marketing technology system review – Informanagement integrated content and distribution system for accountancy and legal firms

One of my accountancy clients alerted me to a provider of content (The content provider for accountancy firms - Informanagement) which also provides legal content to small and medium firms in The Netherlands. It also provides content to law firms in The Netherlands and is about to extend the service Read More

2023-02-22T15:30:48+00:00February 22, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Social Media, Web Sites|
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