Research

Highlights from the 2025 Professional Growth Summit

This article was printed in the May/June edition of PM Magazine and can be accessed by members here: PM Magazine - PM Forum. A star-studded group of practice leaders assembled at the Institute of Directors on Friday 28th March for the inaugural Professional Services Growth Summit. Many were fresh from Read More

Proactive Marketing and BD Executive: Skills questions

It was a full house at PM Forum’s “Proactive Marketing and Business Development Executive” online full day workshop with 19 enthusiastic delegates from all over the UK – and two from Poland. This article supplements the learning resources for the workshop. Proactive Marketing and BD Executive: Skills questions Throughout the day there was Read More

2025-04-29T11:08:38+01:00April 29, 2025|Kim's Blog, Marketing, Relationship Management|

Book Review: Strategic Tendering for Professional Services by Matthew Fuller and Tim Nightingale (Second Edition)

Back in May 2017 I reviewed the first edition of this book strategic tendering. And I have been recommending it ever since. So I was delighted when the authors did an extensive overhaul of the contents to publish the second edition in 2022. This review concentrates on the newer material Read More

Telephone skills – Focus on the caller’s needs

Lawyers and tax advisers attended the recent MBL workshop on “Pick up the Phone – Client service and sales opportunities for professionals”. This article forms part of the learning resources for the session. Future workshops are listed at Kim Tasso - MBL Seminars. Telephone skills – Focus on the caller’s Read More

2025-04-18T09:41:48+01:00April 18, 2025|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|
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