A personal approach to cross-selling

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

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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Book – Social Media in Business Development and Relationship Management: A Guide for Lawyers

Social Media in Business Development and Relationship Management: A Guide for Lawyers Posted on: July 31, 2018

I’m spending my summer months writing a short (around 20,000 words) booklet which is designed to be a pragmatic guide for lawyers on Social Media in Business Development and Relationship Management. It will address approaches for both firms and individual lawyers. Digital marketing, social selling and online relationship management are the main themes – but […]

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Client Experience Management (CEM) – Research into the client journey at law firms

Client Experience Management (CEM) – Research into the client journey at law firms Posted on: July 20, 2018

Whilst presenting a paper on strategic marketing at a recent professional services marketing conference in Sussex https://www.kimtasso.com/strategy-silos-is-marketing-guilty-too-align-integrate-focus-educate-and-champion/, one of my fellow presenters was Jonathan Winchester, chief executive of insight6 Limited https://insight6.com/ (which some of you may know as Shoppers Anonymous). He gave a fascinating talk about Client Experience Management (CEM which some refer to as […]

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The art of giving feedback

The art of giving feedback Posted on: June 18, 2018

The art of giving feedback arises in training workshops on change management, team development, performance management, delegation and coaching. Here is a summary of the key points to bear in mind.  Feedback defined Effective feedback means “Paying attention and giving high-quality feedback from an empathic place, stepping into the other person’s shoes, appreciating his or […]

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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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