Remove Account marketing Remove Facilitation Remove Meetings Remove Profitability
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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. She explained her firm’s core purpose was to build trusting relationships and vision of being independent, sustainably profitability and global. Some firms were represented by their entire M&BD teams. Closing thoughts.

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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?