I thought you might appreciate some highlights from the recent PM Forum workshop “Cross-selling and referrer management accelerator”. Delegates represented real estate, litigation, social housing, accountancy and insolvency teams. They variously targeted commercial organisations, professional practices and private client markets - some internationally. Some had sophisticated and established referral programmes whilst others Read More
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
At the recent “Developing more work from referrers and intermediaries” MBL workshop Kim Tasso - MBL Seminars, delegates from legal, accountancy and financial firms tackled the different levels of planning required to design and implement effective referrer management strategies. Referrer Management Strategies – Planning for the firm, teams and individuals. Read More
At the May MBL workshop on “Managing and Growing your Private Client Practice”, private client leaders from England, Scotland and Northern Ireland considered how to balance their day-to-day operational and longer term strategic management responsibilities. This post supplements the learning resources shared at the session. Private client leaders balance operational and Read More
This article was published in March 2024 in The Law Society’s Private Client Solicitor publication. Content is usually reserved for members but this version is available to all Tricks of the trade | Feature | Communities - The Law Society. A three-tier approach to private client marketing Tricks of the Read More
