Kim TassoHelping tax advisers sell their services – Be more detective
Posted on: January 30, 2020
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 […]
Enquiry management: Converting more telephone enquiries with basic sales training
Posted on: July 25, 2019
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 […]
A personal approach to cross-selling
Posted on: August 2, 2018
In my blog posts about referrer management and cross-selling, I usually tackle the subject from a firm-wide perspective – goals, strategy, planning, change management, systems, information, rewards and measurement. But many lawyers, accountants and surveyors – especially those at the early stages of their career – ask me what they can do personally to support […]
Coaching skills – The power of questions (2017)
Posted on: May 31, 2017
At the most recent coaching skills course we reflected on the power of questions. In most coaching sessions, we use a simple framework of questions like John Whitmore’s GROW (Goals – Reality – Options – Will to act) to help the person reach their own conclusions about what they want and need to do. The […]
Presentation skills – Preparing the content and delivery
Posted on: May 19, 2017
Whether part of sales or pitching training or for standalone presentations for seminars and conferences I conduct many in-house training sessions on presentation skills. Yesterday, I delivered a training session on pitching for the PM Forum (http://www.pmforum.co.uk/training.aspx) and there was a request for general presentation skills guidance during that course. So this post summarises the […]