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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Accountancy marketing case study – Manufacturing and engineering benchmarking thought leadership at MHA

Posted on: June 8, 2018 Accountancy marketing case study – Manufacturing and engineering benchmarking thought leadership at MHA

I’m always on the lookout for great marketing and communications campaigns and I found an excellent sector initiative by a UK wide accountancy association – Manufacturing and engineering benchmarking thought leadership at MHA. It’s a good accountancy marketing case study. The main research publication is the annual report (the latest is for 2017/2018 but it […]

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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: Performance management in the professions – Performance Leader system

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

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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