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

Red Star Kim

Last week I facilitated MBL’s full day training session on “Developing more work from referrers and intermediaries”. Delegates were from legal, accountancy and insolvency firms – both M&BD teams and fee-earners. Surprisingly, delegates were more likely to use spreadsheets than a CRM for managing client and referrer information.

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

Red Star Kim

Several people had stayed in London overnight, having been to the PM Regional Committees meeting the day before. Leor rounded the day off by sharing his three takeaways: Thinking about the five chips approach to speaking in meetings to promote listening; using EVP to align strategy, the brand and M&BD; and strategy needs follow through.

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Coaching and Consulting skills – Limiting beliefs, approaches to helping and marketing consultancy

Red Star Kim

What is the marketing consultant’s approach from the first meeting? Who else has the marketing consultant worked with? Are they certified as marketing experts? Are they trained on the latest marketing techniques, tools and technologies on a monthly basis? How much do you value strategy in the equation?

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The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Red Star Kim

Just before Easter I spent a day facilitating the popular PM Forum training workshop “The Proactive M&BD Executive”. Are there any tips for how to deal with those kind of meetings / getting buy in from people more senior (whether fee earners or support staff)? How do I get my opinions and voice heard among more senior colleagues?

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