Referrer and intermediary management – 13 top tips from a workshop (May 2018)

Referrer and intermediary management Posted on: June 4, 2018

I’m delighted to say that there were lots of delegates from law firms, accountancy firms, structural engineers, insolvency practitioners, banks and insurers at the recent referrer and intermediary management workshop in London http://www.mblseminars.com/Outline/Developing-More-Work-from-Referrers-_-Intermediaries/5770/ At the end of the day, after considering how to generate better and more recommendations from internal sources, existing clients and external third […]

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Client satisfaction benchmarks – How do you measure up?

Posted on: May 31, 2018

At recent referrer management and client relationship management training sessions http://www.mblseminars.com/Outline/Developing-More-Work-from-Referrers-_-Intermediaries/5770/ , we have talked about NPS (Net Promoter Score) which measures the propensity or likelihood of recommendation and how it is rapidly becoming the standard measurement of client satisfaction in professional service firms. Several people have asked about client satisfaction benchmarks – How do […]

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System review – Intapp integrates technology and information across the client life cycle

Intapp integrates technology and information across the client life cycle Posted on: May 30, 2018

As part of my ongoing review of technology systems supporting professional service firms (PSFs), I went along recently to speak to Mark Bilson of Intapp. Intapp is an interesting cloud-based platform as Intapp integrates technology and information across the client life cycle at a firm – once understood the potential impact of the platform is […]

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System review: Performance management in the professions – Performance Leader system

Performance management in the professions - Performance Leader system Posted on: May 8, 2018

I caught up with Paul Lemon, previously of the Professional Marketing Forum and now Managing Director of Performance Leader, on one of his many trips to the UK since relocating to Perth, Western Australia (which he tells me is just a 17hr non-stop flight from London!). Paul spends around 30% of his time in the […]

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Non-Executive Directors: Benefits for professional service firms

Non-Executive Directors: Benefits for professional service firms Posted on: April 27, 2018

It has been my great pleasure to have been a Non-Executive Director (NED) for various professional service firms for many years. I currently hold two such positions for property professional practices (see http://www.kimtasso.com/consultancy/non-executive-director/). I thought I would share my experiences of the role and talk briefly about Non-Executive Directors: Benefits to professional service firms.  The […]

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