We were joined by delegates from legal, accountancy and consultancy firms for PM Forum’s “Cross-selling and referrer management accelerator” workshop earlier in March. A summary of delegate discussion topics and poll results are shown below to add to the learning resources from the session. While we discussed various tools and Read More
I recently ran a series of referrer management strategies training sessions for property folk in addition to the public courses for all professions. Addressing both internal and external referrers, the main themes arising were as follows: 1.Set clear aims Rather than just seeking to increase the number of internal and external Read More
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
