stakeholder engagement

Don’t try to boil the ocean – Be more focused with Cross-Selling and Referrer Management Strategies

At the recent MBL workshop on cross-selling and referrer management, we adopted a back-to-basics approach for these strategies. (see Kim Tasso – MBL Seminars for details of future sessions).  Delegates from legal, property, construction and financial services firms came together to look at how to initiate or improve their cross-selling and referrer Read More

Promoting strategy conversations with questions – Be more strategic

December’s “Be more strategic” PM Forum – PM Forum workshop for marketing and business development (MBD) professionals moved back to a full day format following feedback from previous delegates. Law and accountancy firms were represented on this session – during which there were various threads on strategy conversations. Promoting strategic conversations with Read More

2025-12-19T11:40:20+00:00December 19, 2025|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Strategy|

Change fatigue, change process and change communication (Change Management)

At the recent PM Forum  workshop on “Supporting change management”, three quarters of the delegates were from law firms and a quarter from property firms. (Perhaps as a result of PM Forum’s recent acquisition of the Profile Property Marketing Network). Two of those present had previously worked in accountancy firms Read More

2025-12-04T11:01:12+00:00December 4, 2025|Accountants, Kim's Blog, Lawyers, Management Skills, Property, Strategy|

Strategy is about making choices

It was a full house for July’s “Be more strategic” PM Forum – PM Forum workshop for marketing and business development (MBD) professionals. During the session we considered three key areas: thinking strategically, business strategy and marketing/business development strategy. Be more strategic – Strategy is about making choices. Strategy is about making Read More

2025-08-01T13:33:14+01:00August 1, 2025|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Strategy|
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