At a recent seminar on referrer and intermediary management, we turned our attention to the importance of internal referrals - What is commonly known as cross-selling. Here are the top ten tips on cross-selling picked by the delegates 1. Provide interesting internal talks (and follow up) Some firms organise “Brown Bag Read More
I’ve just reviewed this book on "Managing online reputation" for Professional Marketing magazine http://www.pmforum.co.uk/magazine/ It’s a timely book considering the increasing use of social media in professional service firms and the underlying fear that problems in this arena – whether of internal or external origin – could have a catastrophic 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
Earlier this week, Norton Rose kindly hosted another presentation of the PM Forum’s “Being more strategic” training session where 18 delegates from solicitors, barristers, accountancy, actuarial and property firms attended. As always, at the end I asked which topics resonated most with the delegates and these were the main insights: Read More
At a recent MBL “Developing more work from referrers and intermediaries” training workshop in Bristol (see https://www.mblseminars.com/outline?progid=5770 for future dates and locations), the delegates identified two themes that would shape their future strategy. Referrer management - Back to basics The first part of the session focussed on “Thinking and Planning”. Read More
