A short while ago, I travelled to Birmingham for a West Midlands Professional Marketing Forum meeting to talk about “Towards strategic marketing”. Yesterday, I presented at a professional services conference in Sussex (organised by Consortium and supported by CIM) and presented on a similar topic. Whereas we often consider our lawyers, accountants and surveyors Read More
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, Read More
At recent referrer management and client relationship management training sessions, we talked about NPS (Net Promoter Score) which measures the propensity or likelihood of recommendation and how it is rapidly becoming the standard measurement of client satisfaction in professional service firms. Several people have asked about client satisfaction benchmarks – Read More
As part of my ongoing review of technology systems supporting professional service firms (PSFs), I went along recently to speak to Mark Bilson of Intapp. Intapp is an interesting cloud-based platform as Intapp integrates technology and information across the client life cycle at a firm – once understood the potential Read More
Business success is reliant on being able to get on with people. Relationships with your internal colleagues and external clients and referrers are the foundation of business success in just about every job function and industry. My new book on Better Business Relationships is now in the pipeline. The ability Read More
