Research

Accountancy marketing case study: Haines Watts accountants “For Love or Money” thought leadership campaign

I interviewed Sam Davies, Group Head of Marketing at Haines Watts (HWCA), to obtain an accountancy marketing case study on the firm’s thought leadership campaign “For Love or Money – the secret life of the business owner”. About Sam and Haines Watts Sam has worked at Haines Watts for over Read More

2017-04-06T11:41:08+01:00April 6, 2017|Accountants, Kim's Blog, Marketing, Strategy, Web Sites|

Critical Thinking and Problem Solving

These topics – Critical Thinking and Problem Solving – form a major part of the creativity and innovation workshops that I run (for details of public courses see here http://www.pmforum.co.uk/training.aspx). There are many other blogs on creativity (see, for example: http://kimtasso.com/the-psychology-of-creativity/ and http://kimtasso.com/creative-competencies/). In this blog, I explore critical thinking Read More

2016-12-20T16:23:15+00:00December 20, 2016|Kim's Blog, Management Skills|

Referrer management strategies: Plan, target, focus, research, relationship, add value and let go (Manchester, 2016)

Recently in Manchester, I was joined by accountants, lawyers and insolvency practitioners for the MBL  referrer management training workshop on “Developing more work from referrers and intermediaries”. Here are the delegates’ views of the highlights. Plan – Back to basics  Most firms have referrer management programmes and activities – but Read More

New lead generation and intelligence system for targeting high net worth private clients – An overview of NETZ

Following a networking introduction from a lawyer at Keystone Law (Thank you!) I had the pleasure of meeting Frank Bertele, former adviser at UBS and director of start-up company NETZ. We had a chat and a demo of the system at the WeWork co-working base in the City of London. Read More

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