Referral Marketing

Referrer management: Diagnosis, Aims, Strategies and Action Planning

There were both lawyers (solicitors and barristers) and accountants at last week’s MBL LearnLive training session on “Developing More Work from Referrers & Intermediaries“. (Future dates: Kim Tasso - MBL Seminars). Their key interests – whether in fee-earning or business development roles - were working with external referrers and the Read More

2024-11-22T08:53:46+00:00November 22, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Strategy|

Influencer marketing in professional services

Whilst we might not call it influencer marketing in professional services, it is usually an important component of our marketing, communications and sales strategies. I spend a lot of time helping firms establish and improve their marketing, referrer management and client relationship management strategies and influencer marketing usually features. And Read More

Referrer and intermediary management – Internal information systems

At recent referrer and intermediary management training sessions the topic of information systems to was discussed. Whilst there is a host of excellent technology solutions available to larger firms, some within integrated accounts systems and others in standalone CRM systems, many professionals prefer to get the relevant behaviours established and Read More

2015-12-11T11:28:02+00:00December 11, 2015|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|
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