Relationship Management

Referrer management – what do you do when you can’t reciprocate work referrals?

This year I have delivered a number of training courses – both publicly and in-house – on the topic of referrer and intermediary management for lawyers, accountants and surveyors. Whilst the training focuses on research, strategy, messaging and the importance of relationship building a common question is what do you Read More

2023-02-09T11:12:50+00:00December 30, 2015|Accountants, Kim's Blog, Lawyers, Property, Relationship Management|

Referrer and intermediary management – Internal information systems

At recent referrer and intermediary management training sessions the topic of information systems to was discussed. Whilst there is a host of excellent technology solutions available to larger firms, some within integrated accounts systems and others in standalone CRM systems, many professionals prefer to get the relevant behaviours established and Read More

2015-12-11T11:28:02+00:00December 11, 2015|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

10 steps to create a business development campaign

At a recent CLT course on “Business Development for Lawyers” I asked delegates (many of whom where insolvency experts) what they would most like as a follow up blog post. They asked for something that pulled everything together on developing a marketing and business development campaign. This is a topic Read More

2015-11-13T12:45:19+00:00November 13, 2015|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Strategy|
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