Referrer and intermediary management – 13 top tips from a workshop (May 2018)

Posted on: June 4, 2018 Referrer and intermediary management

I’m delighted to say that there were lots of delegates from law firms, accountancy firms, structural engineers, insolvency practitioners, banks and insurers at the recent referrer and intermediary management workshop in London http://www.mblseminars.com/Outline/Developing-More-Work-from-Referrers-_-Intermediaries/5770/ At the end of the day, after considering how to generate better and more recommendations from internal sources, existing clients and external third […]

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Future Marketing Manager – T-shaped people, senior promotions and management vs. leadership

Posted on: April 18, 2018 Future Marketing Manager – T-shaped people, senior promotions and management vs. leadership

At a recent Future Marketing Manager training workshop at Professional Marketing Forum http://www.pmforum.co.uk/training.aspx  we covered a wide range of topics as usual. But during the course there were three career themes that emerged: T-shaped people, senior promotions and management vs. leadership. T-shaped people The earliest reference to the metaphor of T-shaped people was by David […]

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Vuture – Marketing and relationship management automation in professional services firms

Posted on: April 17, 2018

My occasional reviews of marketing technology led me to talk to Jennifer Miller at Vuture about the latest developments in marketing and relationship management automation in professional services firms. What is Vuture? Vuture is a platform that works above CRM database systems including; LexisNexis InterAction, Salesforce, Dynamics, Peppermint and OnePlace, to act as a connector […]

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Trust for better business relationships

Posted on: February 16, 2018 Trust for better business relationships

I recently presented a masterclass for some lawyers on the topic of trust for better business relationships. Here are the highlights: What is trust? Trust is a belief. It refers to ideas concerning risk, power and dependency. It is a means of reducing uncertainty so that an effective relationship may develop and we feel able […]

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Pick up the phone – Creating better business relationships with telephones

Posted on: January 24, 2018 business relationships with telephones

I’ve done training sessions on inbound telephone calls to improve client service and enhance conversion rates (see, for example, http://www.kimtasso.com/managing-client-service-surveying-property-partnerships/). I’ve done workshops on outbound calls for cold calling (http://www.kimtasso.com/sales-selling-tips-11-point-plan-cold-calling/). But I was recently asked to cover the topic of outbound calls to existing contacts and clients to enhance business relationships and support business development. Creating […]

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