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 […]

Read More

Non-Executive Directors: Benefits for professional service firms

Posted on: April 27, 2018 Non-Executive Directors: Benefits for professional service firms

It has been my great pleasure to have been a Non-Executive Director (NED) for various professional service firms for many years. I currently hold two such positions for property professional practices (see http://www.kimtasso.com/consultancy/non-executive-director/). I thought I would share my experiences of the role and talk briefly about Non-Executive Directors: Benefits to professional service firms.  The […]

Read More

Strategic thinking – Audits, assumptions and alignment

Posted on: March 26, 2018 Strategic thinking – Audits, assumptions and alignment

We discussed strategic thinking – audits, assumptions and alignment at the recent “Being more strategic” training workshop at the Professional Marketing Forum http://www.pmforum.co.uk/training.aspx   Fee-earners and strategy There was a discussion about why some fee-earners in professional service firms found strategic discussions and decisions difficult, for example: There are multiple owner-managers concentrating on a wide […]

Read More

Introducing the marketing planning process into a professional service firm

Posted on: March 20, 2018 marketing planning process into a professional service firm

At the recent “Marketing planning in a nutshell” training workshop http://www.pmforum.co.uk/training.aspx, the focus was on the best way to introduce a marketing planning process into a professional service firm. While many of the larger professional service firms have sophisticated marketing and business development planning processes, some smaller firms are still trying to engage their fee-earners […]

Read More

Thought leadership, campaigns and project management – Nine insights from a workshop (2017)

Posted on: January 4, 2018 Thought leadership

Recently, I facilitated a workshop on thought leadership, campaigns and project management with delegates from legal, accountancy and consultancy firms for the Professional Marketing Forum http://www.pmforum.co.uk/training.aspx The key insights from the delegates’ perspective were as follows: 1. Objectives enable measurement In order to measure the effectiveness of a campaign it is necessary to set out […]

Read More

Original branding by Matt Playford · A site by Fresh01