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Referrer and Intermediary Management – Silos, Targets and Culture

Red Star Kim

There were architects, bankers, accountants, forensic investigators, insolvency practitioners, lawyers, pension advisers and tax experts who had a range of areas of expertise including bloodstock, housing associations and commercial property. Here are the highlights on Referrer and Intermediary Management – Silos, Targets and Culture.

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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

At the start of June I had the pleasure of leading PM Forum ’s “Towards KAM (and ABM) – Helping fee-earners with client relationship management” online workshop. Delegates were from legal and accountancy firms in the UK, Channel Islands, Germany and United Arab Emirates. How should firms identify their strategic accounts?

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Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Red Star Kim

Delegates were from legal, accountancy and insolvency firms – both M&BD teams and fee-earners. The main takeaways for the delegates can be summarised with the following themes: Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars.

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Legal marketing case studies – Law firm media relations and integrated campaigns (Kysen)

Red Star Kim

So where accidents happen there is an opportunity for personal injury solicitors who manage complex cases. The challenge was to raise BBK’s profile in an increasingly busy space and ensure that it integrated with the firm’s wider digital marketing (especially it’s SEO and Google rankings).

Media 130
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Be more strategic: Top-down or bottom-up, marketing and sales integration and property marketing

Red Star Kim

The lack of integrated marketing and business development strategy has an impact on systems, data, policies and processes which were often disconnected. The result was that often leads generated by marketing were not tracked through the pipeline and sales process managed by fee-earners.

Marketing 130
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Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

Sometimes marketing and sales system are not integrated. Participate in more proactive and strategic approaches by anticipating and responding to client needs and market changes become a more proactive Marketing and Business Development Executive (kimtasso.com).

CRM 130
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PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback

Red Star Kim

Leor Franks of Kingsley Napley – a member of both the PM Forum and Managing Partners’ Forum – chaired the event. Having met Vlatka Hlupic, author of “ The Management Shift” (see Book review: The Management Shift by Vlatka Hlupic (kimtasso.com) , I was looking forward to hearing her keynote speech on transforming culture.