Internal Communication

A personal approach to cross-selling

In my blog posts about referrer management and cross-selling, I usually tackle the subject from a firm-wide perspective – goals, strategy, planning, change management, systems, information, rewards and measurement. But many lawyers, accountants and surveyors – especially those at the early stages of their career – ask me what they Read More

Relationship and referrer management – Piggybacks, Ghosting, Ridealongs, Swapsies and Orange Crates

I regularly run training courses – both on public sessions and in-house – on relationship and referrer management. At a recent session presented through MBL Seminars, we explored some of the more popular techniques for relationship and referrer management whether for internal or external referrers. Piggybacking – Rather than mount Read More

2017-12-13T13:19:50+00:00December 13, 2017|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

Marketing secretary and PA: Three roles where secretaries and PAs contribute to marketing and business development success

At a recent PM Forum training course “Introduction to marketing and BD for PAs and secretaries” the delegates – from legal, accountancy, surveying, actuarial and technology firms – asked for a summary of the ways in which PAs and secretaries could contribute to marketing and business development success. Increasingly, technology Read More

2017-11-07T09:54:19+00:00November 7, 2017|Kim's Blog, Marketing|
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