Here are highlights from the recent PM Forum workshop on “Cross-selling and referrer management accelerator”. We acknowledged that there was no one “right way” to enhance cross-selling and referrer management. Each firm starts from a different place, has varying access to information and may have different goals. There was recognition that it Read More
At the recent MBL workshop on cross-selling and referrer management, we adopted a back-to-basics approach for these strategies. (see Kim Tasso – MBL Seminars for details of future sessions). Delegates from legal, property, construction and financial services firms came together to look at how to initiate or improve their cross-selling and referrer Read More
The 2026 Annual Strategy and Marketing Benchmark is always eagerly anticipated by the professional marketing community at Home - PM Forum. The 14th report was presented by Alastair Beddow | LinkedIn (MD of Home - Meridian West). Charlotte Green | LinkedIn (Head of Clients and Markets at Gowling WLG) chaired Read More
I posted an overview article Cross-selling and referrer management – Past, present and future (September 2025) as I have many active client projects in this area – as I have for many years. Not long after, John Timperley | LinkedIn – a professional services marketing veteran who I have known Read More
Legal and accountancy firm delegates joined me for a MBL workshop on “The art and Science of Selling Professional Services”. We spent a significant amount of time exploring the various sales cycles in delegate firms – and how best to support fee-earners through complex (multiple players and decision makers) consultative Read More
