Strategy Archives - Page 24 of 44

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|

Six highlights from CLT’s Business Development for Lawyers training course

Yesterday, I led another training session for CLT on Business Development for Lawyers in London. The session takes delegates on the journey from analysing their markets and services, setting goals, selecting appropriate strategies and creating integrated marketing, communications, sales and relationship management campaigns. As usual, the nature of the delegates’ Read More

Kim Tasso2014-10-22T18:45:55+01:00October 22, 2014|Kim's Blog, Lawyers, Marketing, Social Media, Strategy|