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 Read More
At a recent cross-selling and referrer management course we tackled: Cross-selling – The Big Questions. What are you trying to achieve? – Most firms have cross-selling initiatives. Many firms repeatedly launch new initiatives to improve cross-selling. However, the starting point has to be to set some clear goals about what you Read More
I spoke to Kid Harwood, Director at LawBid, to learn more about the new LawBid service which matches clients with an appropriate solicitor. Wildings Solicitors, the 30 year old firm which created LawBid, was recently nominated for the Law Firm Innovation Award at the Manchester Legal Awards in recognition of Read More
I interviewed Sam Davies, Group Head of Marketing at Haines Watts (HWCA), to obtain an accountancy marketing case study on the firm’s thought leadership campaign “For Love or Money – the secret life of the business owner”. About Sam and Haines Watts Sam has worked at Haines Watts for over Read More
Recently in Manchester, I was joined by accountants, lawyers and insolvency practitioners for the MBL referrer management training workshop on “Developing more work from referrers and intermediaries”. Here are the delegates’ views of the highlights. Plan – Back to basics Most firms have referrer management programmes and activities – but Read More
