A personal approach to cross-selling

A personal approach to cross-selling Posted on: August 2, 2018

In my blog posts about referrer management and cross-selling, I usually tackle the subject from a firm-wide perspective – goals, strategy, planning, change management, systems, information, rewards and measurement. But many lawyers, accountants and surveyors – especially those at the early stages of their career – ask me what they can do personally to support […]

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Book – Social Media in Business Development and Relationship Management: A Guide for Lawyers

Social Media in Business Development and Relationship Management: A Guide for Lawyers Posted on: July 31, 2018

I’m spending my summer months writing a short (around 20,000 words) booklet which is designed to be a pragmatic guide for lawyers on Social Media in Business Development and Relationship Management. It will address approaches for both firms and individual lawyers. Digital marketing, social selling and online relationship management are the main themes – but […]

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Client Experience Management (CEM) – Research into the client journey at law firms

Client Experience Management (CEM) – Research into the client journey at law firms Posted on: July 20, 2018

Whilst presenting a paper on strategic marketing at a recent professional services marketing conference in Sussex https://www.kimtasso.com/strategy-silos-is-marketing-guilty-too-align-integrate-focus-educate-and-champion/, one of my fellow presenters was Jonathan Winchester, chief executive of insight6 Limited https://insight6.com/ (which some of you may know as Shoppers Anonymous). He gave a fascinating talk about Client Experience Management (CEM which some refer to as […]

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Strategy silos – is marketing guilty too? Align, integrate, focus, educate and champion

Strategy silos – is marketing guilty too? Align, integrate, focus, educate and champion Posted on: July 18, 2018

A short while ago, I travelled to Birmingham for a West Midlands Professional Marketing Forum  meeting to talk about “Towards strategic marketing”. Yesterday, I presented at a professional services conference in Sussex (organised by Consortium  and supported by CIM) and presented on a similar topic. Whereas we often consider our lawyers, accountants and surveyors to work in silos I […]

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Marketing after the technology revolution?

Marketing after the technology revolution? Posted on: July 2, 2018

This article appeared as the leader in Professional Marketing magazine (Summer 2018 edition) where I am Editorial Consultant in Chief. I used to think that the MarTech revolution had bypassed professional services but now I’m not so sure. I’ve seen the future and it is automated. So how will marketing and business development roles change? […]

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