Training Archives - Page 63 of 89

Accountancy marketing case studies – Strategy and relationship management at BDO, Grant Thornton and RSM International

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

Kim Tasso2015-02-04T09:09:01+00:00February 4, 2015|Accountants, Kim's Blog, Management Skills, Marketing, Relationship Management, Strategy|

Book review: Effective client management in professional services – How to build effective client relationships by Jack Berkovi

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

Kim Tasso2015-01-28T11:28:54+00:00January 28, 2015|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Relationship Management, Strategy|

Key challenges when developing and sustaining your private client practice

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

Kim Tasso2015-01-22T15:42:23+00:00January 22, 2015|Kim's Blog, Lawyers, Management Skills, Marketing, Strategy|

Before you set your goals – check your limiting assumptions

The start of a new year usually heralds a host of sincere resolutions for things that you will do differently or better in future. Many start a new year with revised goals. But before you set your goals – check your limiting assumptions. Much of my work is spent straddling Read More

Kim Tasso2024-06-28T09:16:50+01:00January 2, 2015|Kim's Blog, Management Skills, Strategy|

Career coaching and counselling – with Kim Tasso

Usually my coaching work focuses on high performance management, business development and the transition to leadership roles. However, I recently wrote about a couple of career counselling webinars that I had joined. Having qualified as a professional coach/mentor back in 2002, and with a number of psychology qualifications (including accreditation Read More

Kim Tasso2014-12-03T15:55:18+00:00December 3, 2014|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing|