Relationship management

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|

Referrer management – Back to basics and the role of social media

At a recent MBL “Developing more work from referrers and intermediaries” training workshop in Bristol (see https://www.mblseminars.com/outline?progid=5770 for future dates and locations), the delegates identified two themes that would shape their future strategy. Referrer management - Back to basics The first part of the session focussed on “Thinking and Planning”. Read More

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|
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