A recent MBL workshop on referrer management was attended by fee-earners and business development professionals from law and accountancy firms. The over-arching theme to emerge was to improve the knowledge we have about our referrer relationships. Considering the data, research, systems and habits we need for referrer relationships prompted one Read More
Well done to the select group of delegates who battled through the London tube strike and rain to arrive EARLY for a PM Forum workshop day on marketing and business development (MBD) management. Thanks too to Dentons for hosting and the generous hospitality. Future marketing and business development managers – Read More
Having worked in professional services marketing (at legal, accountancy, property and consultancy firms) for almost three decades I have spent a lot of time working on cross-selling and referrer (referral) management initiatives. This includes internal referrals (cross-selling) and external referrals (both from existing clients and third party intermediaries). A recent Read More
You may recall that I qualified as a psychotherapeutic therapist back in January 2024 (Kim Tasso qualifies as a psychotherapeutic counsellor). In the 18 months since then my private practice in Central London, Folkestone and online has flourished (Tasso Talking Therapy). I enjoy working with clients from all walks of Read More
PM Forum presented a webinar in July on “Mapping the client journey”. Although client journey mapping is a fundamental tool of most client experience management (CEM) programmes it was noted that only a handful of firms have embedded the process. Bertie Heppel of London and South East - PM Forum Read More
