At the recent “Developing more work from referrers and intermediaries” MBL workshop Kim Tasso - MBL Seminars, delegates from legal, accountancy and financial firms tackled the different levels of planning required to design and implement effective referrer management strategies. Referrer Management Strategies – Planning for the firm, teams and individuals. Read More
At the MBL online workshop “Developing more work from referrers and intermediaries” just before Christmas all delegates were from law firms (specialisms included employment, employee share ownership, media litigation, commercial litigation and family law and one firm was offshore), and most were in client service delivery roles. The delegate poll Read More
It was a full house on the recent “Cross-selling and referrer management accelerator” workshop from PM Forum. There are lots of insights shared by delegates below. But I wanted to focus on cross-selling and referrer management – Expectations, Data and Focus. Expectations and Goals An effective cross-selling or referrer Read More
