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 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
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
At recent referrer and intermediary management training sessions the topic of information systems to was discussed. Whilst there is a host of excellent technology solutions available to larger firms, some within integrated accounts systems and others in standalone CRM systems, many professionals prefer to get the relevant behaviours established and Read More
