A strategy for developing more private client work

A shorter version of this article on A Strategy for developing more private client work was published in The Law Society’s Private Client Section in September 2019 https://communities.lawsociety.org.uk/september-2019/workshop-developing-more-private-client-work/6000337.article At the Law Society’s Private Client Conference in June 2019 I presented a short workshop on “Developing more private client work”. The Read More

2019-09-20T10:12:32+01:00September 20, 2019|Kim's Blog, Lawyers, Marketing, Relationship Management, Social Media, Strategy|

A personal approach to cross-selling

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 Read More

2018-08-02T14:07:52+01:00August 2, 2018|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling, Social Media|

Referrer and intermediary management – 13 top tips from a workshop (May 2018)

I’m delighted to say that there were lots of delegates from law firms, accountancy firms, structural engineers, insolvency practitioners, banks and insurers at the recent referrer and intermediary management workshop in London http://www.mblseminars.com/Outline/Developing-More-Work-from-Referrers-_-Intermediaries/5770/ At the end of the day, after considering how to generate better and more recommendations from internal sources, Read More

2018-06-04T10:12:17+01:00June 4, 2018|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Property, Relationship Management, Selling|