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
A recent MBL workshop on referrer management was attended by fee-earners and business development professionals from law and accountancy firms. The over-arching theme to emerge was to improve the knowledge we have about our referrer relationships. Considering the data, research, systems and habits we need for referrer relationships prompted one Read More
Having worked in professional services marketing (at legal, accountancy, property and consultancy firms) for almost three decades I have spent a lot of time working on cross-selling and referrer (referral) management initiatives. This includes internal referrals (cross-selling) and external referrals (both from existing clients and third party intermediaries). A recent Read More
I joined a new PM Forum - PM Forum workshop on “How to choose, set up and manage a CRM system” facilitated by (2) Simon McNidder | LinkedIn. Simon has spent many years working in accountancy firms (e.g. PWC) and law firms (e.g. Pinsent Masons – which won two awards Read More
Last week I led an intensive and experiential MBL workshop on “Managing and Marketing a Profitable Surveyors Practice” (Kim Tasso - MBL Seminars). Delegates from medium-sized practices covered both commercial and residential sectors and their services included: strategic advisory, valuations, building surveying, dilapidations, town planning, agency, development, Landlord & Tenant, Read More
