At a recent training session for MBL on “Managing and developing a private client practice”, delegates identified the following four key insights and asked for a summary of the issues discussed: 1. Analyse the source of work Avoid data-free marketing. Before you start work on setting objectives and developing strategies Read More
At a recent seminar on referrer and intermediary management, we turned our attention to the importance of internal referrals - What is commonly known as cross-selling. Here are the top ten tips on cross-selling picked by the delegates 1. Provide interesting internal talks (and follow up) Some firms organise “Brown Bag Read More
At last week’s “Managing and marketing a profitable surveyors’ practice” workshop in Glasgow, where the focus was on how to achieve profitable growth, the delegates identified six insights into managing a surveyors’ practice 1. Produce a (short) strategic business plan Some firms had a business plan that needed to be 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
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
