At a recent Proactive Marketing Executive course (see http://www.pmforum.co.uk/training/) we spent a fair amount of time talking about marketing/business development initiatives where the focus is on managing a few major clients - a Key Account Management KAM programme. I was asked to summarise the key reasons why firms should concentrate Read More
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
