Perfect pitches – Five key points (Video)

Posted on: February 5, 2021

This short (10 minute) video takes a look at pitching and shows the client reaction to submissions to a fun make-belief pitch. Five tips are explored: process, research and empathy, relationship, document and presentation and differentiation. Please enjoy perfect pitches – five key points. Video script Hi, I’m Kim Tasso – and today I’m going […]

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Marketing and business development insights from secretaries and PAs/EAs (Feb 2021)

Posted on: February 1, 2021 Marketing and business development insights from secretaries and PAs/EAs (Feb 2021)

At the beginning of December, we ran a digital version of the PM Forum’s popular “Introduction to marketing and business development for marketing and business development personal assistants (PAs) and executive assistants (EAs)”. So here are marketing and business development insights from secretaries and PAs/EAs. With representatives from both law firms and accountancy practices – […]

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Pitch Points – Five thoughts from a pitching and tendering workshop (January 2021)

Posted on: January 22, 2021 Pitch Points – Five thoughts from a pitching and tendering workshop (January 2021)

I facilitated a full day online pitching and tendering workshop for MBL covering: policies, processes, research, sales strategy, selling skills, documents, presentation (content and delivery), post pitch actions and tendering metrics. Delegates were from legal and insolvency firms. There was a huge amount discussed during the lectures, exercises and polls on the rational and emotional […]

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Law firm analysis – MHA Legal Benchmarking Annual Report 2020

Posted on: January 14, 2021 Law firm analysis – MHA Legal Benchmarking Annual Report 2020

I regularly scan for research reports that can be used by professional service firms (lawyers, accountants and surveyors) when conducting their business analysis and business, financial and marketing planning. I share summaries of key reports to assist firms with their planning. The MHA Legal Benchmarking Annual Report 2020 (8th) covers 2019 so no doubt there […]

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Managing and growing your private client practice (January 2021)

Posted on: January 13, 2021 Managing and growing your private client practice (January 2021)

In early January, over 20 delegates joined an MBL online training session on “Managing and growing your private client practice”. This article shows the poll results and summarises the points arising from the discussions and breakout sessions and supplements the materials provided at the session. Introductions 55% of the delegates had just one partner in […]

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