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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.

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Crack the Consulting Code: Top 10 Digital Transformation Frameworks

Flevy

They allow us to cut through noise, zero in on the key issues, and facilitate the development of insightful recommendations. Innovation and Growth : Exploring new business models through external data monetization can drive innovation and facilitate entry into new markets or segments.

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Account Planning Template

ProlifIQ

Here are a few of the key benefits of using a template: Structure and organization: By providing a framework for organizing information and developing a strategic plan, an account planning template can help sales teams stay organized and on track. There are tools like Prolifiq that help with this.

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

Red Star Kim

Most of the regular sponsors – Vuture, Mytton Williams, Thomson Reuters HighQ and Conscious – had stands in the refreshment area to facilitate conversation. Richard Chaplin presented each of the organisers with a small “Thank you” gift before everyone moved to the drinks reception.

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

Red Star Kim

This article may also help 6 Steps to Breaking Your Limiting Beliefs (pushfar.com) Know the difference between coaching and consulting We explored various definitions of coaching , including how it has evolved from: “Coaching is a process that helps and supports people manage their own learning in order to maximise their potential, develop their skills, (..)

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Case studies: Marketing and Business Development at law and accounting firms

Red Star Kim

They mention the example of a curry night for group of referrers and clients. They use recordings of CX interviews to identify gaps and produce crib sheets for future client and referrer conversations.

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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”.

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