Professional services consultancy - a review of 2013 - Kim Tasso

© Copyright Kim Tasso 2014www.kimtasso.com

Highlights of 2013& Hopes for 2014

Professional services market – Legal, Accountancy and Property

Kim Tasso reflects on major activities in 2013 and looks forward to 2014

http://www.kimtasso.com/


I try to practice what I preach:

1. Reflect on the past- Remember the successes (and learn from the failures)

- Themes for 2013 were pricing, procurement and project management

- Take time to think

2. Look to the future- Set goals – for the short term and the long term- Reinvent and innovate- Take time to plan

3. Connect with people- Research views and analyse- Share thoughts with clients and contacts- Take time to thank people for being part of the journey



January 2013

Learning is a lifelong pursuit. To add to my degree in psychology and qualifications in NLP and professional coach/mentoring I qualified as a British Psychological Society certified occupational and personality tester (using NEO).



February 2013

Whilst most of my work is in the professions, some of my clients are in other sectors…

I completed a major strategy project at not-for-profit D&AD whose pencil awards are the Oscars of the advertising and design sector



March 2013

Combining some important themes – single parenting, research, pricing, family law and “giving something back” – I published the results of a survey into the cost of divorce with these two great charities



April 2013

A bird in the hand is worth two in the bush. Key Account Management (KAM) is increasingly important. A major research and Key Client Management project kicks off for a major firm of accountants



May 2013

There were many coaching successes. From lawyers merging their practices to others moving theirs. From accountants growing their portfolios or sharing their best practice. To construction folk building their teams and finding new roles.



June 2013

Training remains a key element of my work. Whether on public courses or in-house. Whether competitive tendering for actuaries, strategy for personal injury lawyers or management development for barristers.



July 2013

Social media continues to grow and I reviewed numerous books. Integration into marketing and business development campaigns remains a challenge. Writing, campaign management and social media were topics on public courses as well as for leading firms of accountants



August 2013

Cobblers’ children no more! I worked with the great designers and technicians at Fresh01 to build a new web site. Project management in action! Migrating all the content – so MANY blogs – was a challenge.



September 2013

I travelled to Frankfurt to work with the marketers and business developers in the leading German law firms for the Chartered Institute of Marketing’s (CIM) Project Management in Marketing course



October 2013

I delivered training sessions on Marketing Return On Investment (MROI) for lawyers and other professional service firms. Jesse J and Einstein provided inspiration (read the blog!)



November 2013

The deadline for my new book “Rainmakers and trailblazers – a step by step guide to business development for lawyers” arrives. Months of writing and editing draw to a close. Just in time.



December 2013

You can’t keep a good journalist down!

Throughout the year I continued to write my own blogs and for others – including a series of Marvellous Marketing case studies.

I continue to act as editorial consultant for Professional Marketing magazine.

But I was also out and about reviewing restaurants and events for All In London and maintaining my Kids in London and London Dog Blogs



And in 2014?

• Legal sector– “Rainmakers and trailblazers – business development for lawyers” - will be

published– On-line content on business development for a major legal publisher

• Accountancy sector– Consultative selling and account management projects– Market analysis supporting key clients

• Property sector– Succession and people strategies for commercial partnerships– Social media in service delivery and “clientology”

• General themes– Strategy in times of market disruption– Competitive tendering and procurement– Psychology support for relationship management (especially emotional intelligence

and conflict management)

• And who knows what else!


Professional services consultancy - a review of 2013 - Kim Tasso

Business

journey copyright kim

property kim tasso

management development

campaign management

key client management

major strategy project

major research

key account management