Segmentation

Referrer management: Diagnosis, Aims, Strategies and Action Planning

There were both lawyers (solicitors and barristers) and accountants at last week’s MBL LearnLive training session on “Developing More Work from Referrers & Intermediaries“. (Future dates: Kim Tasso - MBL Seminars). Their key interests – whether in fee-earning or business development roles - were working with external referrers and the Read More

2024-11-22T08:53:46+00:00November 22, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Strategy|

Future marketing and BD managers – Managing challenging behaviour and Personal Development Plans (PDP)

A few top insights from last week’s full day training session by PM Forum. The session covered a lot of ground including: management skills, strategic thinking, financial scenarios, marketing and business development (MBD) theories, developing MBD plans, soft skills, gaining internal buy-in and managing a team. I pick a couple Read More

A three-tier approach to private client marketing

This article was published in March 2024 in The Law Society’s Private Client Solicitor publication. Content is usually reserved for members but this version is available to all Tricks of the trade | Feature | Communities - The Law Society. A three-tier approach to private client marketing Tricks of the Read More

2024-10-28T15:08:45+00:00May 9, 2024|Kim's Blog, Lawyers, Marketing, Strategy|

Be more strategic – Stretch your strategy muscle

The recent “Be more strategic” workshop from Training - PM Forum took place on St George’s Day. This post summarises the key points raised by delegates – and lists their poll results and discussions. As such, it provides an additional learning resource to the delegates. So in this post on Read More

2024-05-02T14:26:28+01:00May 2, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Strategy|
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