Segmentation

CPD and Chartered Marketer status renewed

The Chartered Institute of Marketing (CIM) requires Members and Fellows to complete CPD (Continuing Professional Development) every year to retain their Chartered Marketer Status. As a Fellow of CIM, I’m happy to report that I have completed mine for July 2024 – June 2025 and can retain the designation for Read More

2025-08-04T11:22:42+01:00August 4, 2025|Kim's Blog, Marketing|

Referrer management: Diagnosis, Aims, Strategies and Action Planning

There were both lawyers (solicitors and barristers) and accountants at last week’s MBL LearnLive training session on “Developing More Work from Referrers & Intermediaries“. (Future dates: Kim Tasso - MBL Seminars). Their key interests – whether in fee-earning or business development roles - were working with external referrers and the Read More

2024-11-22T08:53:46+00:00November 22, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Strategy|

Future marketing and BD managers – Managing challenging behaviour and Personal Development Plans (PDP)

A few top insights from last week’s full day training session by PM Forum. The session covered a lot of ground including: management skills, strategic thinking, financial scenarios, marketing and business development (MBD) theories, developing MBD plans, soft skills, gaining internal buy-in and managing a team. I pick a couple Read More

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