Structured programmes for Referrer Relationships

Posted on: July 8, 2019 Structured programmes for Referrer Relationships

At a recent referrer management course we talked about categorising and prioritising referrers and intermediaries according to the strength and value of the relationship. Marketing and business development teams might develop indicative programmes to show the appropriate relationship management and collaborative marketing activities depending on the stage of the relationship. Structured programmes for referrer relationships […]

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Book review: Social media in business development and relationship management: A guide for lawyers (by Pippa Blakemore)

Posted on: December 13, 2018 Social Media in Business Development and Relationship Management: A Guide for Lawyers

Thanks to Pippa Blakemore for this great and comprehensive review of my recent book “Social media in business development and relationship management: A guide for lawyers”. Further details of the book are available here: https://www.globelawandbusiness.com/special-reports/social-media-in-business-development-and-relationship-management-a-guide-for-lawyers Social media in business development and relationship management: A guide for lawyers Social media can be both tantalising and terrifying. […]

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Referrer and intermediary management – 13 top tips from a workshop (May 2018)

Posted on: June 4, 2018 Referrer and intermediary management

I’m delighted to say that there were lots of delegates from law firms, accountancy firms, structural engineers, insolvency practitioners, banks and insurers at the recent referrer and intermediary management workshop in London http://www.mblseminars.com/Outline/Developing-More-Work-from-Referrers-_-Intermediaries/5770/ At the end of the day, after considering how to generate better and more recommendations from internal sources, existing clients and external third […]

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Accountancy marketing case study: Haines Watts accountants “For Love or Money” thought leadership campaign

Posted on: April 6, 2017 accountancy marketing case study Haines Watts Love or Money thought leadership

I interviewed Sam Davies, Group Head of Marketing at Haines Watts (HWCA), to obtain an accountancy marketing case study on the firm’s thought leadership campaign “For Love or Money – the secret life of the business owner”. About Sam and Haines Watts Sam has worked at Haines Watts for over 18 years and in her […]

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Referrer management strategies: Plan, target, focus, research, relationship, add value and let go (Manchester, 2016)

Posted on: November 2, 2016 Target - referrer management in professional service firms

Recently in Manchester, I was joined by accountants, lawyers and insolvency practitioners for the MBL  referrer management training workshop on “Developing more work from referrers and intermediaries”. Here are the delegates’ views of the highlights. Plan – Back to basics  Most firms have referrer management programmes and activities – but often these are managed by […]

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