This year I have delivered a number of training courses – both publicly and in-house – on the topic of referrer and intermediary management for lawyers, accountants and surveyors. Whilst the training focuses on research, strategy, messaging and the importance of relationship building a common question is what do you Read More
At recent referrer and intermediary management training sessions the topic of information systems to was discussed. Whilst there is a host of excellent technology solutions available to larger firms, some within integrated accounts systems and others in standalone CRM systems, many professionals prefer to get the relevant behaviours established and Read More
(Apologies - the original post appears to have been lost from the site) Rix & Kay is a firm of solicitors in the South East with offices in Uckfield, Brighton and Sevenoaks. There are three lawyers and six assistants within its Later Life team which specialises in private client work (Powers Read More
(Apologies - the original post appears to have been lost from the site) Rix & Kay is a firm of solicitors in the South East with offices in Uckfield, Brighton and Sevenoaks. There are three lawyers and six assistants within its Later Life team which specialises in private client work (Powers Read More
Intermediary and referrer management was the topic for a full day session at a recent MBL training event in London and also a recent conference session for international accountants in the CPAAI network in Amsterdam. Referrer and intermediary management is one of my key themes this year and I have Read More
