Here are highlights from the recent PM Forum workshop on “Cross-selling and referrer management accelerator”. We acknowledged that there was no one “right way” to enhance cross-selling and referrer management. Each firm starts from a different place, has varying access to information and may have different goals. There was recognition that it Read More
I posted an overview article Cross-selling and referrer management – Past, present and future (September 2025) as I have many active client projects in this area – as I have for many years. Not long after, John Timperley | LinkedIn – a professional services marketing veteran who I have known Read More
We were joined by delegates from legal, accountancy and consultancy firms for PM Forum’s “Cross-selling and referrer management accelerator” workshop earlier in March. A summary of delegate discussion topics and poll results are shown below to add to the learning resources from the session. While we discussed various tools and Read More
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
It was a full house on the recent “Cross-selling and referrer management accelerator” workshop from PM Forum. There are lots of insights shared by delegates below. But I wanted to focus on cross-selling and referrer management – Expectations, Data and Focus. Expectations and Goals An effective cross-selling or referrer Read More
