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
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 Read More
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 Read More
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 Read More
