Relationship and referrer management – Piggybacks, Ghosting, Ridealongs, Swapsies and Orange Crates

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

2017-12-13T13:19:50+00:00December 13, 2017|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

Accountancy marketing case study – From client referrals to sectors and social media

Wilson Wright (established in 1893) is a nine partner accountancy practice based in Holborn Circus in London serving both private and commercial clients. In 2016 it won the British Accountancy Award (BAA) for Independent Firm of the Year (Greater London) and is currently shortlisted for Mid-Tier Firm of the Year. Read More

2017-09-12T14:15:17+01:00September 8, 2017|Accountants, Kim's Blog, Marketing, Relationship Management, Social Media|

Referrer management strategies: Plan, target, focus, research, relationship, add value and let go (Manchester, 2016)

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