Strategic thinking – It’s a jungle out there

Posted on: February 23, 2021 Strategic thinking – It’s a jungle out there

On 17 February I had the pleasure of facilitating a sold-out workshop on “Being more strategic” for the PM Forum. There were delegates from large and small law firms, patent attorneys, accountants, actuaries and management consultants. This is a summary of the session which I promised I’d share with the delegates to add to their […]

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Highlights from a referrer management workshop (2020)

Posted on: December 22, 2020 Highlights from a referrer management workshop (2020)

It was great to see so many people on the December digital presentation of the popular MBL “Developing more work from referrers and intermediaries” workshop – there were representatives from law, accountancy, insolvency and engineering firms. Here are the highlights from a referrer management workshop. Amongst the aims of the delegates were: To develop a […]

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Six themes on cross-selling and referrer management workshop highlights (2020)

Posted on: September 17, 2020 A personal approach to cross-selling

Yesterday I facilitated an interactive workshop through the Professional Marketing Forum  on cross-selling and referrer management. I promised the delegates – representing a range of legal and accountancy practices – that I would summarise and share the key points arising from the session and the six themes to supplement their learning resources. Aims and issues […]

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A personal approach to cross-selling

Posted on: August 2, 2018 A personal approach to cross-selling

In my blog posts about referrer management and cross-selling, I usually tackle the subject from a firm-wide perspective – goals, strategy, planning, change management, systems, information, rewards and measurement. But many lawyers, accountants and surveyors – especially those at the early stages of their career – ask me what they can do personally to support […]

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Strategy silos – is marketing guilty too? Align, integrate, focus, educate and champion

Posted on: July 18, 2018 Strategy silos – is marketing guilty too? Align, integrate, focus, educate and champion

A short while ago, I travelled to Birmingham for a West Midlands Professional Marketing Forum  meeting to talk about “Towards strategic marketing”. Yesterday, I presented at a professional services conference in Sussex (organised by Consortium  and supported by CIM) and presented on a similar topic. Whereas we often consider our lawyers, accountants and surveyors to work in silos I […]

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