Client relationship management

Relationship and referrer management – Piggybacks, Ghosting, Ridealongs, Swapsies and Orange Crates

I regularly run training courses – both on public sessions and in-house – on relationship and referrer management. At a recent session presented through MBL Seminars, we explored some of the more popular techniques for relationship and referrer management whether for internal or external referrers. Piggybacking – Rather than mount Read More

2017-12-13T13:19:50+00:00December 13, 2017|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

Encouraging solicitors to sell – Aligning cross-selling with professional conduct rules

At a recent change management training session – where the topic of changing attitudes and corporate culture was discussed at length – we talked about the challenge of encouraging solicitors to sell. And in overcoming their resistance to selling and cross-selling. When it comes to persuasion, it’s important to align Read More

2017-12-04T16:46:06+00:00December 4, 2017|Kim's Blog, Lawyers, Selling|

Effective marketing Secretary: Seven reasons why secretaries make brilliant marketing and BD assistants

One of the longest-running and most popular training courses at the Professional Marketing Forum (http://www.pmforum.co.uk/training.aspx) is the effective marketing Secretary or PA. Whilst many people involved in marketing and BD in the professions have a marketing degree or professional marketing qualifications such as CIM and therefore understand the theory and practice Read More

2017-10-24T14:02:16+01:00October 24, 2017|Kim's Blog, Marketing|
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