referrer profiles

Referrer Management: Improve knowledge of your referrers – Your “Devil Wears Prada” gala briefing moment
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Referrer Management: Improve knowledge of your referrers – Your “Devil Wears Prada” gala briefing moment

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

Referrer Management: Improve knowledge of your referrers – Your “Devil Wears Prada” gala briefing moment

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

Kim Tasso2025-09-29T16:42:20+01:00September 29, 2025|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling|

The Wild West, Cher and Covid – Reflections from a Referrer Management workshop (June 2022)
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The Wild West, Cher and Covid – Reflections from a Referrer Management workshop (June 2022)

Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Relationship Management, Selling, Social Media

The Wild West, Cher and Covid – Reflections from a Referrer Management workshop (June 2022)

The MBL workshop on Referrer and Intermediary Management earlier this week combined those in front-line fee-earning roles (e.g. employment and family solicitors) with those from marketing and business development in legal, tax, wealth management and property firms. Alongside generating new business directly from clients and developing existing client relationships, referrer Read More

Kim Tasso2022-06-16T15:45:44+01:00June 16, 2022|Accountants, Kim's Blog, Lawyers, Management Skills, Marketing, Relationship Management, Selling, Social Media|