referrer systems

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|

Cross-selling and referrer management – Past, present and future
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Cross-selling and referrer management – Past, present and future

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

Cross-selling and referrer management – Past, present and future

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

Kim Tasso2025-09-15T11:33:19+01:00September 13, 2025|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Selling, Strategy|