Helping tax advisers sell their services – Be more detective

Posted on: January 30, 2020 Helping tax advisers sell their services – Be more detective

I was delighted when the Chartered Institute of Taxation (CIoT) Harrow and North London Branch  invited me back to present an evening session earlier this month. I had previously presented on “Social media for tax advisers” in 2013 . On this occasion my talk was on “Helping tax advisers sell their services – Be more […]

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Enquiry management: Converting more telephone enquiries with basic sales training

Posted on: July 25, 2019 Enquiry management: Converting more telephone enquiries with basic sales training

At a “Business development for lawyers” course a while back the topic that the delegates asked me to write about was that of converting telephone enquiries. More recently, at a practice development course for private client solicitors, the same issue arose and other insights were shared at a recent in-house workshop on the topic. So […]

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Pitching and Tenders – Nine top tips and client feedback (June 2019)

Posted on: July 5, 2019 Pitching and Tenders – Nine top tips and client feedback (June 2019)

I’ve led several public courses on tendering and pitches recently (e.g. through Professional Marketing Forum https://www.pmforum.co.uk/training.aspx) and for professional service firm clients on an in-house basis. Here’s a round-up of the points that had most resonance on pitching and tenders – Nine top tips and client feedback: 1. Have a pitch process  You can spend […]

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Vuture – Marketing and relationship management automation in professional services firms

Posted on: April 17, 2018

My occasional reviews of marketing technology led me to talk to Jennifer Miller at Vuture about the latest developments in marketing and relationship management automation in professional services firms. What is Vuture? Vuture is a platform that works above CRM database systems including; LexisNexis InterAction, Salesforce, Dynamics, Peppermint and OnePlace, to act as a connector […]

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Book review – Insight selling by Mike Schultz and John E Doerr

Posted on: March 10, 2017 Insight selling book review

During the course of a career spanning over 30 years I’ve read a lot of sales books. I even wrote my own back in 2000 (http://kimtasso.com/publications/selling-skills-for-the-professions/).  But when I first read Insight selling back in 2014 I thought it was a bright star of a book amongst many disappointing and sometimes useless tomes. I’ve recommended […]

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