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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “ Managing and growing your private client practice” earlier this month. Private client management and marketing: Business plans, recruitment, assessments and automation.

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4 Ways to Ensure Your Sales Kickoff Meeting Drives Results

Brooks Group

Limit the SKO meeting to three days or less. Engagement levels drop, along with your ROI for the meeting. Keep the meeting short and impactful—ideally under three days. Focus on what it will take to get your sales team to hit the goals you’ve set for them and the meeting will plan itself. And if that happens?

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9 ways to de-motivate an agency account manager

Account Management Skills

While preparing for a seminar with David C Baker , I’ve been reflecting on what de-motivates account managers. Unlike many agency advisors, David has invested in profiling account managers. Not only could I recognise myself, but I have been training account managers since 2016 and can validate his findings.

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A Comprehensive Guide to Relationship Management

DemandFarm

Effective relationship management transcends mere customer satisfaction—it’s a strategic endeavour that involves nurturing deep connections that foster loyalty, satisfaction, and mutual growth. The global Customer Relationship Management market is projected to grow from $71.06 What Is Relationship Management with an Example?

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Sales Coaching: The Ultimate Guide for Sales Managers

Brooks Group

Unfortunately, many sales leaders may be aware that their managers need to spend more time coaching, but formal programs tend to be poorly executed or non-existent. Just 42% say sales managers at their organization are actually held accountable for providing good coaching. Make sure they understand the benefits of meeting.

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AI as a Co-Trainer in Leadership Development

MDI Training

I positioned a fabric owl as a symbol in the center of the seminar room and introduced it with the name AICo (Artificial Intelligence Co-Trainer). Seminar participants can ask AICo questions at any time. AICo helps in the preparation, implementation, and follow-up of a seminar. And I also regularly include AICo in the training.

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Roles, satisfaction and aspirations of Marketing and Business Development (M&BD) Assistants

Red Star Kim

Nearly 40% said the majority of their time was spent supporting M&BD executives and managers. Many reported that most of their time was work such as tactical marketing promotions , client and referrer relationship management and internal marketing. As the poll results below indicate, their roles are varied.

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