Referrer profile

Referrer Management Strategies – Planning for the firm, teams and individuals (three tier approach)
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Referrer Management Strategies – Planning for the firm, teams and individuals (three tier approach)

Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Strategy

Referrer Management Strategies – Planning for the firm, teams and individuals (three tier approach)

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

Kim Tasso2024-08-02T11:39:58+01:00August 2, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Strategy|

14 pragmatic steps to improved referrer management (London and Manchester 2019)
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14 pragmatic steps to improved referrer management (London and Manchester 2019)

Accountants, Kim's Blog, Lawyers, Marketing, Property, Relationship Management, Strategy

14 pragmatic steps to improved referrer management (London and Manchester 2019)

I’ve combined the key delegate insights from the two most recent MBL workshops on referrer management (http://www.mblseminars.com/Outline/Developing-More-Work-from-Referrers-_-Intermediaries/5770/) in London and Manchester to provide 14 pragmatic steps to improved referrer management. The sessions had a fascinating and productive blend of views from senior leaders, fee-earners and business development professionals. 1. Analyse Read More

Kim Tasso2019-12-19T12:09:49+00:00December 19, 2019|Accountants, Kim's Blog, Lawyers, Marketing, Property, Relationship Management, Strategy|