Lawyers and tax advisers attended the recent MBL workshop on “Pick up the Phone – Client service and sales opportunities for professionals”. This article forms part of the learning resources for the session. Future workshops are listed at Kim Tasso - MBL Seminars. Telephone skills – Focus on the caller’s Read More
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
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
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
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
