Monthly Archives: December 2017

Relationship and referrer management – Piggybacks, Ghosting, Ridealongs, Swapsies and Orange Crates

I regularly run training courses – both on public sessions and in-house – on relationship and referrer management. At a recent session presented through MBL Seminars, we explored some of the more popular techniques for relationship and referrer management whether for internal or external referrers. Piggybacking – Rather than mount Read More

2017-12-13T13:19:50+00:00December 13, 2017|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

Private client marketing – Five thoughts from heads of department (2017)

Last week I was in Manchester for an MBL training course on “Developing and sustaining your private client practice”. Over half of the delegates were heads of private client departments with responsibility for developing and growing their teams and private client marketing was a major theme. Here are the five Read More

2021-04-03T16:38:09+01:00December 11, 2017|Kim's Blog, Lawyers, Marketing, Strategy, Web Sites|

Encouraging solicitors to sell – Aligning cross-selling with professional conduct rules

At a recent change management training session – where the topic of changing attitudes and corporate culture was discussed at length – we talked about the challenge of encouraging solicitors to sell. And in overcoming their resistance to selling and cross-selling. When it comes to persuasion, it’s important to align Read More

2017-12-04T16:46:06+00:00December 4, 2017|Kim's Blog, Lawyers, Selling|
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