Training

Proactive marketing and business development executives – it’s all about relationships?

Law and accountancy firms were represented at the recent PM Forum workshop: “The Proactive Marketing and Business Development Executive”. Of course we need strategy, planning and expertise to help us be proactive. But a key theme emerging at the workshop was the need to be proactive in creating and cultivating relationships – both Read More

2026-04-22T16:12:54+01:00April 22, 2026|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

Marketing and Business Development Assistants – Event management

At the recent PM Forum training workshop “Practical and Professional Skills for Marketing and Business Development (MBD) Assistants” we talked about many strategic and operational marketing and business development activities. But there was a particular interest in event management as a crucial element of many MBD campaigns. We explored event management best practice, Read More

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

Law firm trainees engage in marketing and business development

I was joined by 12 trainee solicitors from a variety of firms for an online workshop on “A Trainee’s Guide to Marketing & Business Development (MBD) in a Law Firm”.  This article summarises some of the themes that emerged during discussions and supplements the learning resources for the session. Law Read More

2026-02-28T16:43:32+00:00February 28, 2026|Kim's Blog, Lawyers, Marketing|
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