The MBL workshop on Referrer and Intermediary Management earlier this week combined those in front-line fee-earning roles (e.g. employment and family solicitors) with those from marketing and business development in legal, tax, wealth management and property firms. Alongside generating new business directly from clients and developing existing client relationships, referrer Read More
Last week I led an intensive and experiential MBL “Managing and marketing a profitable surveyors practice” online workshop. Whilst there were larger practices amongst the delegates, the focus of the many exercises and discussions was the next steps in growing a small surveying and property practice. Like when a plant Read More
At last weeks in person MBL Change Management Masterclass in London there were delegates from law firms (both lawyers and support professionals) and investment banks. These nine change management insights were selected from the day by the delegates and this article supplements the learning resources provided at the session. Delegates Read More
There were delegates from law, construction and surveying firms at MBL’s recent “How to prepare and present winning pitches and tenders” . Three key themes emerged on pitching and tendering – Focus, differentiation and less is more. Focus on the client One of the key themes was the need to 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
