Strategy Archives - Page 23 of 44

Legal marketing case studies – Strategy and relationship management at Bird & Bird, DLA Piper, Mills & Reeve and Obelisk

I recently reviewed the book “Effective client management in professional services – how to build successful client relationships” by Jack Berkovi (see blog http://kimtasso.com/book-review-effective-client-management-professional-services-build-effective-client-relationships-jack-berkovi/). The article will appear shortly in http://www.pmforum.co.uk/magazine/. Meanwhile, I summarised the key points from some of the Legal marketing case studies for ease of reference: Bird Read More

Kim Tasso2015-02-10T15:18:36+00:00February 10, 2015|Kim's Blog, Lawyers, Management Skills, Relationship Management, Strategy|

Accountancy marketing case studies – Strategy and relationship management at BDO, Grant Thornton and RSM International

I recently reviewed the book “Effective client management in professional services – how to build successful client relationships” by Jack Berkovi (see http://kimtasso.com/book-review-effective-client-management-professional-services-build-effective-client-relationships-jack-berkovi/ ) and have summarised below the key points of some of the Accountancy marketing case studies for ease of reference: BDO Allan Evans is on the global Read More

Kim Tasso2015-02-04T09:09:01+00:00February 4, 2015|Accountants, Kim's Blog, Management Skills, Marketing, Relationship Management, Strategy|

Key challenges when developing and sustaining your private client practice

I’ve worked with many private client practice teams over the years – ever since I first wrote the marketing and business development chapter for the Law Society’s “Probate Practitioners Handbook” over a decade ago. The market and clients have changed beyond recognition making it even more challenging for private client lawyers Read More

Kim Tasso2015-01-22T15:42:23+00:00January 22, 2015|Kim's Blog, Lawyers, Management Skills, Marketing, Strategy|

Before you set your goals – check your limiting assumptions

The start of a new year usually heralds a host of sincere resolutions for things that you will do differently or better in future. Many start a new year with revised goals. But before you set your goals – check your limiting assumptions. Much of my work is spent straddling Read More

Kim Tasso2024-06-28T09:16:50+01:00January 2, 2015|Kim's Blog, Management Skills, Strategy|

Professional Service Firms: Reflections on 2014 – Actions for 2015

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

Kim Tasso2014-12-23T09:45:05+00:00December 23, 2014|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Strategy|