Book review: Endorsements for Better Business Relationships

Posted on: September 12, 2018 Better Business Relationships

My new book “Better Business Relationships – Insights from psychology and management for working in the digital world” (further details at https://www.kimtasso.com/publications/better-business-relationships/) will be published on 20th September. I’m humbled and deeply grateful for the following endorsements of the book: “Occasionally you come across books that are timely, utterly important and overdue. This is one […]

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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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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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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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Better Business Relationships – New book in the pipeline

Posted on: March 15, 2018 Better Business Relationships

Business success is reliant on being able to get on with people. Relationships with your internal colleagues and external clients and referrers are the foundation of business success in just about every job function and industry. My new book on Better Business Relationships is now in the pipeline. The ability to communicate with, encourage, influence, […]

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