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
My conference report for the 20th annual Professional Marketing Conference was published in the November 2015 edition of PM magazine http://www.pmforum.co.uk/magazine/index.aspx There was an amazing mix of speakers talking on the theme of “Tomorrow’s world”. Here are some of my personal reflections which didn’t make it into the official conference Read More
One of my favourite elements at each annual Professional Marketing Conference http://www.pmforum.co.uk/events/conferences.aspx is the final session (which I call “the clients bite back”) where clients are invited to give their views on where their professional advisers are getting it right – and wrong. This year, the panel was led by Read More
Profitability through dinosaurs? Often during my training sessions on client service, client management, relationship management or key account management (KAM) with lawyers, accountants and surveyors I’ll spend some time drawing dinosaurs. And last week I was finally persuaded to share my ideas on a blog. Onwards plods the Diplodocus You Read More
Earlier this year I worked on some legal market research with The Lawyer magazine to analyse the huge amount of data collected from 530 in-house lawyers for the fourth In-house attitudes survey. My executive summary of that report was published in June 2015 http://www.thelawyer.com/in-house/positive-attitudes-in-house-attitudes-report-executive-summary/3035939.article and the main points were as follows: Read More
