Relationship management

New lead generation and intelligence system for targeting high net worth private clients – An overview of NETZ

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

The Lawyer Business Leadership Summit – Crystal balls, Change, Connection, CRM and Collaboration. And don’t forget the Millennials.

The end of September marks the annual Business Leadership Summit and Awards from The Lawyer magazine so I was at The Brewery in Chiswell Street bright and early for a day of commercial insights from lawyer business leaders. I was not disappointed.  What is the office for? - The Lawyer Read More

2016-10-08T13:36:28+01:00October 8, 2016|Kim's Blog, Lawyers, Management Skills, Strategy|

Client service insights – Empathy, measurement and reverse thinking

Three recent news reports captured my attention on client service insights for law firms and professional service firms.  Addleshaw Goddard solicitors uses empathy Addleshaw Goddard – a major law firm – topped the charts for client service (performance and value for money) in the Nisus Consulting research http://www.nisus.net/   to become Read More

2017-03-16T12:35:22+00:00July 4, 2016|Kim's Blog, Lawyers, Management Skills, Relationship Management|

Cross-selling and referrer management – The view from marketing and BD

I recently presented a new course on cross-selling and referrer management for marketers and business developers in professional services for the PM Forum http://www.pmforum.co.uk/training/. As the many other blogs on these topics will demonstrate, they are big issues and we had to be selective on what we covered. However, the Read More

Top ten tips on referrer management (2016 Birmingham)

I recently presented the MBL course “Winning more work from referrers and intermediaries” in Birmingham. Below are the top tips on referrer management discussed by the delegates. Details of future courses are here: https://www.mblseminars.com/outline?progid=5770. 1.The importance of the broader marketing context At the session we considered research that demonstrated how important Read More

2016-04-04T12:05:56+01:00April 4, 2016|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|
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