I spent this morning in front of a video camera recording a webinar for MBL on Effective social media for accountants. My aims, in this 75 minute video (which will be livestreamed on Wednesday 6th May) were to: Present a persuasive business case on why accountants and tax practitioners should Read More
I thank my lucky stars for days like today. I spent the morning with bright marketers from the professions, honing our writing skills and sharing ideas. Whilst I can’t convey the fun and energy at the business development writing workshop, I can share some of our favourite thoughts. After considering Read More
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
I’ve just finished reading and reviewing this 340 page book ("Effective client management in professional services - How to build successful client relationships" by Jack Berkovi) for Professional Marketing magazine and you should be able to read the article shortly http://www.pmforum.co.uk/magazine/ . I thought I’d share some of the material Read More
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