Research

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|

Aims of Marketing and BD (MBD) Assistants: Knowledge, specialisation, decision-making processes and relationships

At the PM Forum - PM Forum “Professional and Practical Skills for Marketing and Business Development (MBD) Assistants” training workshop last week we welcomed delegates from legal and accountancy firms in London, the Midlands and the North of England. Over half had formally studied MBD. 21% felt that they would Read More

2025-04-17T15:34:32+01:00April 17, 2025|Kim's Blog, Marketing|

Internal Communications – Employee listening

As a long-standing member of the Institute of Directors  I was surprised to learn that there is special interest groups for Marketing Communications | Institute of Directors. So I attended one of its webinars yesterday: “Are you really listening – Unlocking innovation and engagement in the workplace” which focused on Read More

2025-02-26T13:23:32+00:00February 26, 2025|Kim's Blog, Management Skills, Psychology|

Marketing case studies – Digital thought leadership campaigns at Menzies and Withers Worldwide

I’m a little late in preparing an overview of these two excellent digital campaigns that were presented at the Home - PM Forum webinar in December. Thanks to Stefanie Jones of Wales - PM Forum for chairing the session. It’s interesting to compare and contrast the approaches in legal and accounting Read More

2025-02-17T17:46:14+00:00February 17, 2025|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|
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