Kim TassoManaging and growing your private client practice (January 2021)
Posted on: January 13, 2021
In early January, over 20 delegates joined an MBL online training session on “Managing and growing your private client practice”. This article shows the poll results and summarises the points arising from the discussions and breakout sessions and supplements the materials provided at the session. Introductions 55% of the delegates had just one partner in […]
Self-Motivation – Ten top tips (Video)
Posted on: January 4, 2021It’s the start of a New Year! Last year – with all the problems created by the Covid restrictions – it was really hard to keep going sometimes – even for those who usually excel at self-motivation. Apart from the odd bad day, I managed to maintain high motivation levels myself and amongst my coaching […]
Key takeaways from “How to manage and grow your private client practice” (Feb 2020)
Posted on: December 30, 2020
I’m making the final preparations for the first online presentation of the popular “How to manage and grow your private client practice” which takes place on 11th January 2021. I’m updating everything to reflect the lessons learned as we adapted to the Covid pandemic and highlighting some recent private client campaigns. As I do so, […]
Highlights from a referrer management workshop (2020)
Posted on: December 22, 2020
It was great to see so many people on the December digital presentation of the popular MBL “Developing more work from referrers and intermediaries” workshop – there were representatives from law, accountancy, insolvency and engineering firms. Here are the highlights from a referrer management workshop. Amongst the aims of the delegates were: To develop a […]
Power of three – Writing and presentation basics (Video)
Posted on: December 15, 2020The latest short video (8 minutes) explores an idea to help you improve the impact and persuasion of your writing and presentations. So here it is the Power of three – Writing and presentation basics. And it ends on a seasonal note. (Video script) Hi I’m Kim Tasso. And today I’ll be sharing with you […]