This short (10 minute) video takes a look at pitching and shows the client reaction to submissions to a fun make-belief pitch. Five tips are explored: process, research and empathy, relationship, document and presentation and differentiation. Please enjoy perfect pitches – five key points. Video script Hi, I’m Kim Tasso Read More
At the beginning of December, we ran a digital version of the PM Forum’s popular “Introduction to marketing and business development for marketing and business development personal assistants (PAs) and executive assistants (EAs)”. So here are marketing and business development insights from secretaries and PAs/EAs. With representatives from both law Read More
I facilitated a full day online pitching and tendering workshop for MBL covering: policies, processes, research, sales strategy, selling skills, documents, presentation (content and delivery), post pitch actions and tendering metrics. Delegates were from legal and insolvency firms. There was a huge amount discussed during the lectures, exercises and polls Read More
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 Read More
It’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 Read More
