The MBL workshop on Referrer and Intermediary Management earlier this week combined those in front-line fee-earning roles (e.g. employment and family solicitors) with those from marketing and business development in legal, tax, wealth management and property firms. Alongside generating new business directly from clients and developing existing client relationships, referrer Read More
During some of the many training workshops I have facilitated recently, the question of how to contact people – whether initiating a dialogue or following up – has arisen. Some people feel uncomfortable about making “cold calls” (and this is not recommended). And some aren’t sure about how to follow Read More
Last week I led another of MBL’s popular “How to manage and grow your private client practice” online (LearnLive) training sessions for a day. We covered a wide range of strategic, management, operational and business development topics. This article is for the benefit of the delegates who requested a summary Read More
At the recent MBL “Developing More Work from Referrers & Intermediaries” full day digital workshop what emerged from delegate discussions were three referrer management themes – Plans, Relationship and Communication. Agree targets and plans It became apparent early in the session that there was a need for different levels of Read More
Periodically, I scan the media for information about professional service firms thought leadership. Here is a summary of some notable developments – law firm thought leadership update: Davitt Jones Boult, Howard Kennedy, DLA Piper, Moreton Fraser and Stephens Scown. Davitt Jones Boult (DJB) – Legal real estate boutique (Homes to Read More
