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

Posted on: June 4, 2018 Referrer and intermediary management

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

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

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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Better Business Relationships – New book in the pipeline

Posted on: March 15, 2018 Better Business Relationships

Business success is reliant on being able to get on with people. Relationships with your internal colleagues and external clients and referrers are the foundation of business success in just about every job function and industry. My new book on Better Business Relationships is now in the pipeline. The ability to communicate with, encourage, influence, […]

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Trust for better business relationships

Posted on: February 16, 2018 Trust for better business relationships

I recently presented a masterclass for some lawyers on the topic of trust for better business relationships. Here are the highlights: What is trust? Trust is a belief. It refers to ideas concerning risk, power and dependency. It is a means of reducing uncertainty so that an effective relationship may develop and we feel able […]

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