Kim Tasso14 pragmatic steps to improved referrer management (London and Manchester 2019)
Posted on: December 19, 2019
I’ve combined the key delegate insights from the two most recent MBL workshops on referrer management (http://www.mblseminars.com/Outline/Developing-More-Work-from-Referrers-_-Intermediaries/5770/) in London and Manchester to provide 14 pragmatic steps to improved referrer management. The sessions had a fascinating and productive blend of views from senior leaders, fee-earners and business development professionals. 1. Analyse the current situation and set […]
Legal marketing case study – Royds Withy King private client wealth proposition and new product Life Safe®
Posted on: April 19, 2019
This post is based on an article in Professional Marketing magazine (March 2019) https://www.pmforum.co.uk/pm-magazine/pm-magazine.aspx which looked at a legal marketing case study for Royds Withy King private client wealth proposition. It was written by Robert Pinheiro, the firm’s Senior Marketing and CRM Manager. I was particularly pleased to see the firm’s success having worked with […]
Book review: Reinforcements: How to get people to help you by Heidi Grant
Posted on: October 3, 2018
The original (shorter) review of Reinforcements: How to get people to help you by Heidi Grant was published in the October edition of Professional Marketing magazine http://www.pmforum.co.uk/pm-magazine/pm-magazine.aspx Reinforcement can mean a) enlisting extra help and b) a process to establish a particular behaviour using reward. Cleverly, this short book addresses both. It’s stuffed with interesting […]
A personal approach to cross-selling
Posted on: August 2, 2018
In my blog posts about referrer management and cross-selling, I usually tackle the subject from a firm-wide perspective – goals, strategy, planning, change management, systems, information, rewards and measurement. But many lawyers, accountants and surveyors – especially those at the early stages of their career – ask me what they can do personally to support […]
Relationship and referrer management – Piggybacks, Ghosting, Ridealongs, Swapsies and Orange Crates
Posted on: December 13, 2017
I regularly run training courses – both on public sessions and in-house – on relationship and referrer management. At a recent session presented through MBL Seminars, we explored some of the more popular techniques for relationship and referrer management whether for internal or external referrers. Piggybacking – Rather than mount an entire campaign on your […]