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

Go to Top