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 thought you might appreciate some highlights from the recent PM Forum workshop “Cross-selling and referrer management accelerator”. Delegates represented real estate, litigation, social housing, accountancy and insolvency teams. They variously targeted commercial organisations, professional practices and private client markets - some internationally. Some had sophisticated and established referral programmes whilst others Read More
At the end of January, I enjoyed meeting delegates (at the Novotel at Tower Hill) on the MBL “Developing more work from referrers and intermediaries” workshop. There were architects, bankers, accountants, forensic investigators, insolvency practitioners, lawyers, pension advisers and tax experts who had a range of areas of expertise including Read More
