At last week’s “Marketing planning in a nutshell” workshop by Professional Marketing Forum http://www.pmforum.co.uk/training/ the delegates requested that I write a blog on selecting strategies. The first part of the session focused on the marketing audit – analysing internal and external sources of information in order to identify strengths, weakness, Read More
At last week’s “Managing and marketing a profitable surveyors’ practice” workshop in Glasgow, where the focus was on how to achieve profitable growth, the delegates identified six insights into managing a surveyors’ practice 1. Produce a (short) strategic business plan Some firms had a business plan that needed to be Read More
I wrote the lead article on “Marketing to the elderly” in Private Client Adviser magazine back in September 2008 http://www.privateclientadviser.co.uk/feature/financial-planning/cover-story-marketing-legal-services-grey-market and have worked with the private client teams of many law firms since then. So it was nice to be invited to address accountants on the subject at the “Elderly Read More
I facilitated “Developing and sustaining your private client practice” courses in London and Bristol for MBL during the early part of June 2015. It seems that private client marketing is high on many law firms' agendas. The full day session covers a variety of topics – strategy and planning, market analysis, Read More
I produced an overview of my work during the year (see http://kimtasso.com/whats-new/work-update/) but have summarised below three key reflections on the year and thus the main focus for action in 2015 for professional service firms: 1. Lead with strategy – Some have it. Many don’t. Everyone talks about it. Industries Read More
