Referrer management

Book review: Reinforcements: How to get people to help you by Heidi Grant

The original (shorter) review of Reinforcements: How to get people to help you by Heidi Grant was published in the October edition of Professional Marketing magazine http://www.pmforum.co.uk/pm-magazine/pm-magazine.aspx Reinforcement can mean a) enlisting extra help and b) a process to establish a particular behaviour using reward. Cleverly, this short book addresses Read More

2018-10-03T12:34:31+01:00October 3, 2018|Kim's Blog, Management Skills, Relationship Management|

Book review: Endorsements for Better Business Relationships

My new book “Better Business Relationships – Insights from psychology and management for working in the digital world” (further details at http://kimtasso.com/publications/better-business-relationships/) will be published on 20th September. I’m humbled and deeply grateful for the following endorsements of the book: “Occasionally you come across books that are timely, utterly important Read More

A personal approach to cross-selling

In my blog posts about referrer management and cross-selling, I usually tackle the subject from a firm-wide perspective – goals, strategy, planning, change management, systems, information, rewards and measurement. But many lawyers, accountants and surveyors – especially those at the early stages of their career – ask me what they Read More

Strategy silos – is marketing guilty too? Align, integrate, focus, educate and champion

A short while ago, I travelled to Birmingham for a West Midlands Professional Marketing Forum  meeting to talk about “Towards strategic marketing”. Yesterday, I presented at a professional services conference in Sussex (organised by Consortium  and supported by CIM) and presented on a similar topic. Whereas we often consider our lawyers, accountants and surveyors Read More

2018-07-18T11:32:31+01:00July 18, 2018|Accountants, Kim's Blog, Lawyers, Marketing, Property, Strategy|

Referrer and intermediary management – 13 top tips from a workshop (May 2018)

I’m delighted to say that there were lots of delegates from law firms, accountancy firms, structural engineers, insolvency practitioners, banks and insurers at the recent referrer and intermediary management workshop in London http://www.mblseminars.com/Outline/Developing-More-Work-from-Referrers-_-Intermediaries/5770/ At the end of the day, after considering how to generate better and more recommendations from internal sources, Read More

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