A personal approach to cross-selling

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

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

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

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

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

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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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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Lessons in leadership – personal brand, presence, stages and loneliness

Posted on: May 15, 2018 Lessons in leadership - personal brand, presence, stages

I took myself along recently to Buzzacott acccountants’ “taster session” from its leadership development programme. The workshop covered four short lessons in leadership – personal brand, presence, stages and loneliness. Personal leadership brand I’ve written about personal branding before (see, for example, https://www.kimtasso.com/the-power-of-three-in-personal-introductions-brandme/ and https://www.kimtasso.com/building-personal-brand-key-person-influence-daniel-priestley/). Jan Carrington led us through some discussions to help us identify our […]

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