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Assertiveness and confidence – Clarity, power and incisive questions

At the recent PM Forum workshop on “Assertiveness, Effectiveness and Impact for Marketing and Business Development Assistants and Executives” we welcomed a lively group of delegates. Marketing and business development roles in professional services are improving on many fronts yet there were some worrying results (see poll results below): Just Read More

2026-05-11T09:57:33+01:00May 11, 2026|Kim's Blog, Marketing, Relationship Management|

Meaningful Mentoring with Andy Lopata

It was exciting to be part of the first “Meaningful Mentoring” experiential training workshop by Andy Lopata for the Managing Partners’ Forum and PM Forum. I recommend you read Andy’s book A complete guide to effective mentoring (kimtasso.com) which provides a deeper dive into the concepts. This post is primarily Read More

2025-02-08T17:59:09+00:00October 16, 2024|Kim's Blog, Management Skills, Relationship Management|

Book review – Mentoring: A complete guide to effective mentoring by Dr Ruth Gotian and Andy Lopata

I’ve reviewed many books on coaching and mentoring over the years. This Financial Times Guide was published in Spring 2024 and is particularly attractive to leaders who want to understand the value of mentoring in the workplace. It will be valuable to human resources professionals who implement or improve their Read More

2024-10-07T15:09:49+01:00September 2, 2024|Accountants, Kim's Blog, Lawyers, Management Skills, Relationship Management|

Telephone skills for lawyers and accountants – Confidentiality, client experience, accents and gatekeepers

There have been many requests recently for inhouse training on telephone skills to support client service and selling both for fee-earners and support staff. Earlier in April I ran a public MBL “Pick up the phone – Client service and sales opportunities for professionals in the digital age” online training Read More

2023-04-24T13:08:10+01:00April 24, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

20 insights on change management processes and communication

I facilitated an inhouse change management workshop for a law firm recently. We looked at change management through the lens of both individual and organisational change. And we used two of their planned change projects to consider the issues and to test out and apply the various techniques. At the Read More

2022-11-02T16:58:13+00:00November 2, 2022|Kim's Blog, Lawyers, Management Skills, Strategy|
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