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Referrer management: Diagnosis, Aims, Strategies and Action Planning

There were both lawyers (solicitors and barristers) and accountants at last week’s MBL LearnLive training session on “Developing More Work from Referrers & Intermediaries“. (Future dates: Kim Tasso - MBL Seminars). Their key interests – whether in fee-earning or business development roles - were working with external referrers and the Read More

2024-11-22T08:53:46+00:00November 22, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Strategy|

Pitching, differentiation and competitor analysis

In May we welcomed delegates from legal, accounting and consulting firms at manager and executive levels to a PM Forum workshop on pitching. Some delegates were highly experienced in pitching (and their roles focused on pitching and tenders), whereas others were at the start of their journey and/or had only Read More

2023-06-01T11:28:30+01:00June 1, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Selling, Strategy|
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