Training

Private Client – Vision, Leadership, Plan, Engagement and Delegation

Last week’s MBL workshop on “How to manage and grow your private client practice” saw 100% delegates highly satisfied with the course overall, 100% highly satisfied with the trainer (that’s me!) and 100% highly satisfied with the course materials. One delegate commented: “Thank you very much - lots of food Read More

2024-11-28T14:08:03+00:00November 28, 2024|Kim's Blog, Lawyers, Management Skills, Marketing, Social Media|

Referrer management: Diagnosis, Aims, Strategies and Action Planning

There were both lawyers (solicitors and barristers) and accountants at last week’s MBL LearnLive training session on “Developing More Work from Referrers & Intermediaries“. (Future dates: Kim Tasso - MBL Seminars). Their key interests – whether in fee-earning or business development roles - were working with external referrers and the Read More

2024-11-22T08:53:46+00:00November 22, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Strategy|

Planning Digital Marketing Campaigns and Content Strategy

Whilst recovering from a seasonal cold, Chloe Cristine  of TBD Marketing  presented her latest digital marketing training workshop for PM Forum on “Planning Digital Marketing Campaigns and Content Strategy”. Also included below is a summary of a webinar on the same topic hosted by Ireland - PM Forum by Emma Read More

2024-11-12T10:05:49+00:00November 12, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Social Media, Strategy, Web Sites|

Meaningful Mentoring with Andy Lopata

It was exciting to be part of the first “Meaningful Mentoring” experiential training workshop by Andy Lopata for the Managing Partners’ Forum and PM Forum. I recommend you read Andy’s book A complete guide to effective mentoring (kimtasso.com) which provides a deeper dive into the concepts. This post is primarily Read More

2025-02-08T17:59:09+00:00October 16, 2024|Kim's Blog, Management Skills, Relationship Management|
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