Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Last week I facilitated MBL’s  full day training session on “Developing more work from referrers and intermediaries”. Delegates were from legal, accountancy and insolvency firms – both M&BD teams and fee-earners. The main takeaways for the delegates can be summarised with the following themes: Referrer management – Grading, Research, Discipline, Read More

2023-04-17T12:36:03+01:00April 17, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

Referrer and Intermediary Management – Silos, Targets and Culture

At the end of January, I enjoyed meeting delegates (at the Novotel at Tower Hill) on the MBL  “Developing more work from referrers and intermediaries” workshop. There were architects, bankers, accountants, forensic investigators, insolvency practitioners, lawyers, pension advisers and tax experts who had a range of areas of expertise including Read More

2023-02-09T11:49:07+00:00February 9, 2023|Accountants, Kim's Blog, Lawyers, Marketing, Property, Relationship Management|
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