Last week I led another of MBL’s popular “How to manage and grow your private client practice” online (LearnLive) training sessions for a day. We covered a wide range of strategic, management, operational and business development topics. This article is for the benefit of the delegates who requested a summary Read More
At the recent MBL “Developing More Work from Referrers & Intermediaries” full day digital workshop what emerged from delegate discussions were three referrer management themes – Plans, Relationship and Communication. Agree targets and plans It became apparent early in the session that there was a need for different levels of Read More
Last week I had the pleasure of facilitating delegates from legal and accountancy firms in the PM Forum’s “Referral Management and Cross-Selling Accelerator” workshop. Here are the key points from the polls, break-out and discussion sessions with referrer management and cross-selling insights. I’ve also included a summary from a recent Read More
This short (12 minute) video runs through some key ideas on Influence – Cialdini’s six principles of the psychology of persuasion. Influence – Cialdini’s six principles of the psychology of persuasion. (Video script) Hi. I’m Kim Tasso. Today we are going to look at the six principles of influence and Read More
Last week, delegates from large and small law firms and an engineering consultancy joined me for a “Marketing and Business Development Planning in a Nutshell” half day training workshop through the Professional Marketing Forum. We covered a huge amount of material from marketing and business development basics, progressed step-by-step through the Read More
