Cross-selling

Rainmaking best practice in professional services firms (Selling behaviours)

As an fan of Challenger sales (and the variant Insight Selling Insight selling - building on consultative selling models (kimtasso.com) I was delighted to see that one of the originators – Matthew Dixon – turned his focus to selling in professional services. His research on rainmaker best practice is helpful Read More

2023-11-02T12:43:53+00:00November 2, 2023|Kim's Blog, Lawyers, Marketing, Selling, Social Media|

Referrer Management – Capacity and Capability

This article is a summary of the conversation and key takeaways from a workshop in London for MBL.  Delegates included both partners and business development professionals (some with a banking background) from law firms (employment, criminal, disputes, offshore), accountancy practices (audit, forensic, insolvency and restructuring and financial services. Some were Read More

Book review: Connected leadership – How professional relationships underpin executive success by Andy Lopata

I’ve read many books on professional relationships – and I’ve even written one myself (see Better Business Relationships book by Kim Tasso (Bloomsbury)). But I’m always on the look out for more that are relevant for professional services and practical. This book addresses networking (both in person and through social Read More

Cultivate a cross-selling culture

We were joined by delegates from legal, accountancy and consultancy firms for PM Forum’s “Cross-selling and referrer management accelerator” workshop earlier in March. A summary of delegate discussion topics and poll results are shown below to add to the learning resources from the session. While we discussed various tools and Read More

2023-03-16T09:48:05+00:00March 16, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

Referrer and Intermediary Management – Silos, Targets and Culture

At the end of January, I enjoyed meeting delegates (at the Novotel at Tower Hill) on the MBL  “Developing more work from referrers and intermediaries” workshop. There were architects, bankers, accountants, forensic investigators, insolvency practitioners, lawyers, pension advisers and tax experts who had a range of areas of expertise including Read More

2023-02-09T11:49:07+00:00February 9, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Property, Relationship Management|
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