targeting intermediaries

Referrer Management Strategies – Planning for the firm, teams and individuals (three tier approach)
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Referrer Management Strategies – Planning for the firm, teams and individuals (three tier approach)

Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Strategy

Referrer Management Strategies – Planning for the firm, teams and individuals (three tier approach)

At the recent “Developing more work from referrers and intermediaries” MBL workshop Kim Tasso - MBL Seminars, delegates from legal, accountancy and financial firms tackled the different levels of planning required to design and implement effective referrer management strategies. Referrer Management Strategies – Planning for the firm, teams and individuals. Read More

Kim Tasso2024-08-02T11:39:58+01:00August 2, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Relationship Management, Strategy|

Sales Targeting Toolbox for Professional Services Firms
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Sales Targeting Toolbox for Professional Services Firms

Accountants, Kim's Blog, Lawyers, Marketing, Selling

Sales Targeting Toolbox for Professional Services Firms

At the recent Business Development for Professionals - 2024 Virtual Conference - MBL Seminars I presented a session entitled “Supporting Fee-Earners in Sales Targeting”. I’ve summarised the key points here as a supplementary learning resource for the delegates. And I’ve noted the highlights of the sessions by other speakers (How Read More

Kim Tasso2024-02-08T20:30:46+00:00February 8, 2024|Accountants, Kim's Blog, Lawyers, Marketing, Selling|