At a recent training workshop on helping fee-earners with Key Account Management KAM – the delegates requested that I write about how to manage key client meetings. Further details of this course can be found here http://www.pmforum.co.uk/training.aspx What often happens My observation is that at the start of a Key Read More
At a recent cross-selling and referrer management course we tackled: Cross-selling – The Big Questions. What are you trying to achieve? – Most firms have cross-selling initiatives. Many firms repeatedly launch new initiatives to improve cross-selling. However, the starting point has to be to set some clear goals about what you Read More
Client relationship management (CRM) remains topical. At a recent MBL course on “Getting more work from referrers and intermediaries” I was asked about the number of relationships that any one professional could expect to manage successfully. Relationship marketing is the primary method of business development in many professional service firms Read More
My conference report for the Professional Marketing Forum’s 21st Conference “All about the journey” which focused on Client Experience Management (CEM) was published in this month’s edition of Professional Marketing magazine http://www.pmforum.co.uk/pm-magazine/pm-magazine.aspx . It’s hard trying to tease out the most important insights from what proved to be a jam-packed Read More
Following a networking introduction from a lawyer at Keystone Law (Thank you!) I had the pleasure of meeting Frank Bertele, former adviser at UBS and director of start-up company NETZ. We had a chat and a demo of the system at the WeWork co-working base in the City of London. Read More
