I thought you might appreciate some highlights from the recent PM Forum workshop “Cross-selling and referrer management accelerator”. Delegates represented real estate, litigation, social housing, accountancy and insolvency teams. They variously targeted commercial organisations, professional practices and private client markets - some internationally. Some had sophisticated and established referral programmes whilst others Read More
Managing partners, heads of transformation and functional leaders joined a MBL “Tackling change management – a workshop for professional practices” full day workshop in London last week. It was great that law firms, accountancy firms and surveying firms were represented – as the challenges are similar. It was an intense Read More
Merging property partnerships – which are essentially people businesses – can be challenging. The topic of whether to merge or not to merge a small surveyors’ practice was discussed at a recent “Managing and marketing a profitable surveyors’ practice” (see https://www.mblseminars.com/Outline/Managing-_-Marketing-a-Profitable-Surveyors-Practice/5865/ for future dates and locations). Reasons to merge Property Read More
