Silos

Nurture a change management movement – From “Let it go” to “Let it grow”

Senior law and accountancy leaders attended a masterclass workshop in London last week. The session looked at how to ease personal transitions (individual change) whilst driving organisational change (primarily through cultural transformation). As well as rational approaches (we considered several change management methodologies including Kotter’s), both elements involve engaging emotions Read More

2023-09-26T15:44:22+01:00September 26, 2023|Accountants, Kim's Blog, Lawyers, Management Skills|

Book review: Connected leadership – How professional relationships underpin executive success by Andy Lopata

I’ve read many books on professional relationships – and I’ve even written one myself (see Better Business Relationships book by Kim Tasso (Bloomsbury)). But I’m always on the look out for more that are relevant for professional services and practical. This book addresses networking (both in person and through social Read More

Cultivate a cross-selling culture

We were joined by delegates from legal, accountancy and consultancy firms for PM Forum’s “Cross-selling and referrer management accelerator” workshop earlier in March. A summary of delegate discussion topics and poll results are shown below to add to the learning resources from the session. While we discussed various tools and Read More

2023-03-16T09:48:05+00:00March 16, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

Referrer and Intermediary Management – Silos, Targets and Culture

At the end of January, I enjoyed meeting delegates (at the Novotel at Tower Hill) on the MBL  “Developing more work from referrers and intermediaries” workshop. There were architects, bankers, accountants, forensic investigators, insolvency practitioners, lawyers, pension advisers and tax experts who had a range of areas of expertise including Read More

2023-02-09T11:49:07+00:00February 9, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Property, Relationship Management|
Go to Top