At the recent MBL workshop on cross-selling and referrer management, we adopted a back-to-basics approach for these strategies. (see Kim Tasso – MBL Seminars for details of future sessions). Delegates from legal, property, construction and financial services firms came together to look at how to initiate or improve their cross-selling and referrer Read More
At the 28th PM Forum Annual Conference in September I (in my capacity as Head of Training and Learning Transfer of the Managing Partners’ Forum and PM Forum), co-presented breakout sessions with Julie McConnell of international law firm White & Case. Our focus was on the accelerating change in the Read More
Earlier in December I facilitated another of MBL’s popular “Developing more work from referrers and intermediaries” full day LearnLive training sessions. With delegates from legal, accountancy, surveying, architectural and financial services firms there was lots to discuss. Dominant themes were referrals – the role of internal communications, messaging and storytelling Read More
