Trust

Cross-selling and referrals – Listen, Focus and Proximity

I thought you might appreciate some highlights from the recent PM Forum workshop “Cross-selling and referrer management accelerator”. Delegates represented real estate, litigation, social housing, accountancy and insolvency teams. They variously targeted commercial organisations, professional practices and private client markets - some internationally. Some had sophisticated and established referral programmes whilst others Read More

2025-03-17T09:19:23+00:00March 17, 2025|Accountants, Kim's Blog, Lawyers, Marketing|

Complex sales processes made simple – Co-ordinate, Connect, Conversations, Curiosity, Consistency and Conversion

Delegates from legal, accountancy and pensions firms attended last week’s “Selling Processes and Sales Skills for Marketing and BD Professionals” workshop by PM Forum. We explored the processes supporting complex sales cycles. A key theme was educating fee-earners – especially to manage expectations about the length of the sales cycle Read More

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|

How to coach teams with Jamie Butler

At his first workshop for the Coaching Skills Academy (a joint venture between Managing Partners' Forum | (mpfglobal.com) and Home - PM Forum), Jamie Butler provided a masterful demonstration of effective team coaching in an interactive and experiential learning session. Directors and senior managers from legal and accountancy sectors had Read More

2024-10-03T10:22:43+01:00October 3, 2024|Kim's Blog, Management Skills|

Book review – Mentoring: A complete guide to effective mentoring by Dr Ruth Gotian and Andy Lopata

I’ve reviewed many books on coaching and mentoring over the years. This Financial Times Guide was published in Spring 2024 and is particularly attractive to leaders who want to understand the value of mentoring in the workplace. It will be valuable to human resources professionals who implement or improve their Read More

2024-10-07T15:09:49+01:00September 2, 2024|Accountants, Kim's Blog, Lawyers, Management Skills, Relationship Management|
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