A recent MBL workshop on referrer management was attended by fee-earners and business development professionals from law and accountancy firms. The over-arching theme to emerge was to improve the knowledge we have about our referrer relationships. Considering the data, research, systems and habits we need for referrer relationships prompted one Read More
I joined a new PM Forum - PM Forum workshop on “How to choose, set up and manage a CRM system” facilitated by (2) Simon McNidder | LinkedIn. Simon has spent many years working in accountancy firms (e.g. PWC) and law firms (e.g. Pinsent Masons – which won two awards Read More
Last week I led an intensive and experiential MBL workshop on “Managing and Marketing a Profitable Surveyors Practice” (Kim Tasso - MBL Seminars). Delegates from medium-sized practices covered both commercial and residential sectors and their services included: strategic advisory, valuations, building surveying, dilapidations, town planning, agency, development, Landlord & Tenant, Read More
What were the key themes arising at the recent PM Forum – PM Forum workshop on “Towards KAM and ABM: Helping fee-earners with client relationship management”?. 14 delegates from across the UK joined us – mostly from law firms. Some delegates were looking at establishing their first KAM programme whilst others were reigniting Read More
Back in May 2017 I reviewed the first edition of this book strategic tendering. And I have been recommending it ever since. So I was delighted when the authors did an extensive overhaul of the contents to publish the second edition in 2022. This review concentrates on the newer material Read More
