At a recent cross-selling and referrer management course we tackled: Cross-selling – The Big Questions. What are you trying to achieve? – Most firms have cross-selling initiatives. Many firms repeatedly launch new initiatives to improve cross-selling. However, the starting point has to be to set some clear goals about what you Read More
Client relationship management (CRM) remains topical. At a recent MBL course on “Getting more work from referrers and intermediaries” I was asked about the number of relationships that any one professional could expect to manage successfully. Relationship marketing is the primary method of business development in many professional service firms Read More
Successful professional service firms are those that have great leaders who can help their people anticipate and adapt to change quickly. So an article by Nick Tasler (https://www.psychologytoday.com/blog/strategic-thinking/201606/why-1-in-3-people-adapt-change-more-successfully) explaining why one in three adapt to change more easily caught my eye. The article refers to work by psychologist Salvatore Maddi Read More
At a recent Proactive Marketing Executive course (see http://www.pmforum.co.uk/training/) we spent a fair amount of time talking about marketing/business development initiatives where the focus is on managing a few major clients - a Key Account Management KAM programme. I was asked to summarise the key reasons why firms should concentrate Read More
Intermediary and referrer management was the topic for a full day session at a recent MBL training event in London and also a recent conference session for international accountants in the CPAAI network in Amsterdam. Referrer and intermediary management is one of my key themes this year and I have Read More
