2010 Client Relationships CRM Finance 
Red Star Kim
FEBRUARY 8, 2024
Connected leadership – How professional relationships (kimtasso.com) Competitors – Analyse who your major competitors are advising and adapt their targeting methods (I’m a little uncomfortable with the current trend to use LinkedIn to review your competitors’ contacts and target them yourself!)
Red Star Kim
MARCH 16, 2023
88% Banks, financial institutions and IFAs 76% Accountancy firms 59% Private equity/corporate finance 53% Law firms 35% Insolvency firms 29% Property firms 18% Charities and associations 18% Other (surveyors) 12% Regulators 12% Government and local authorities Which methods does your firm use for generating more work from external referrers?
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