Profitability through dinosaurs? Often during my training sessions on client service, client management, relationship management or key account management (KAM) with lawyers, accountants and surveyors I’ll spend some time drawing dinosaurs. And last week I was finally persuaded to share my ideas on a blog. Onwards plods the Diplodocus You Read More
I’m just back from a fabulous session with lots of marketers and business developers from law firms, accountants and wealth managers at the PM Forum training session on “Helping fee-earners prepare the perfect pitch”. Thank you Addleshaw Goddard for hosting the event – your breakfast and hospitality staff were amongst Read More
Last week I facilitated a CLT seminar on “Client care, client service and client retention” http://www.clt.co.uk/course/Client-Care-Service-Excellence-and-Retention/ Whilst we covered a lot of material relating to understanding commercial and consumer client needs, engaging everyone in responding appropriately at all touch points and best practice in day-to-day service delivery, client care and relationship Read More
Earlier this year I worked on some legal market research with The Lawyer magazine to analyse the huge amount of data collected from 530 in-house lawyers for the fourth In-house attitudes survey. My executive summary of that report was published in June 2015 http://www.thelawyer.com/in-house/positive-attitudes-in-house-attitudes-report-executive-summary/3035939.article and the main points were as follows: Read More
Intermediary and referrer management was the topic for a full day session at a recent MBL training event in London and also a recent conference session for international accountants in the CPAAI network in Amsterdam. Referrer and intermediary management is one of my key themes this year and I have Read More
