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
While it is easy to get wrapped up in all the amazing digital technologies that are available to marketers (I recently read a report that said, on average, even a junior marketer will use up to 100 different technologies in a day without even noticing) sometimes it is important to Read More
I’ve read numerous books on strategy since before my MBA in 1996 and ever since. There were some good and some poor. As part of preparing for the forthcoming course on “Being more strategic” for PM Forum http://www.pmforum.co.uk/training/ I needed to select a couple of books to recommend to delegates. Read More
