Relationship management

Marketing planning in a nutshell – Selecting a strategy

At last week’s “Marketing planning in a nutshell” workshop by Professional Marketing Forum http://www.pmforum.co.uk/training/ the delegates requested that I write a blog on selecting strategies. The first part of the session focused on the marketing audit – analysing internal and external sources of information in order to identify strengths, weakness, Read More

Referrer management – what do you do when you can’t reciprocate work referrals?

This year I have delivered a number of training courses – both publicly and in-house – on the topic of referrer and intermediary management for lawyers, accountants and surveyors. Whilst the training focuses on research, strategy, messaging and the importance of relationship building a common question is what do you Read More

2023-02-09T11:12:50+00:00December 30, 2015|Accountants, Kim's Blog, Lawyers, Property, Relationship Management|

Referrer and intermediary management – Internal information systems

At recent referrer and intermediary management training sessions the topic of information systems to was discussed. Whilst there is a host of excellent technology solutions available to larger firms, some within integrated accounts systems and others in standalone CRM systems, many professionals prefer to get the relevant behaviours established and Read More

2015-12-11T11:28:02+00:00December 11, 2015|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management|

Futurologist Chris Yapp on “The professional firms of 2020”

At the recent Professional Marketing Forum conference (I wrote a review for the magazine which was published on 1st November) http://www.pmforum.co.uk/magazine/ futurologist Chris Yapp gave his view on the future of professional firms. He referred to the recent research by Deloitte/Oxford University which focused on the impact of artificial intelligence Read More

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