Relationship Management

Referrer management – Back to basics and the role of social media

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

Marketing planning in a nutshell – Selecting a strategy

At last week’s “Marketing planning in a nutshell” workshop by Professional Marketing Forum http://www.pmforum.co.uk/training/ the delegates requested that I write a blog on selecting strategies. The first part of the session focused on the marketing audit – analysing internal and external sources of information in order to identify strengths, weakness, Read More

Referrer management – what do you do when you can’t reciprocate work referrals?

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

2023-02-09T11:12:50+00:00December 30, 2015|Accountants, Kim's Blog, Lawyers, Property, Relationship Management|
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