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28th PM Forum Conference: Organisational culture, mentoring, digital distraction, ESG and client experience (2023)

Red Star Kim

Transforming your firm’s culture – Professor Vlatka Hlupic Self-effacing Vlatka described the “quiet quitting” disengagement that needs a “purpose and people-led” management revolution to overcome toxic cultures. To future-proof client relationships using clarity, empathy, commitment and flair.

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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

But when we look at business development, sales and relationship management competency frameworks for fee-earners (as opposed to professional sales people) there is less clarity. Capacity planning – Research suggests that humans can probably manage a maximum 150 to 250 close relationships.

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Cultivate a cross-selling culture

Red Star Kim

We were joined by delegates from legal, accountancy and consultancy firms for PM Forum’s “Cross-selling and referrer management accelerator” workshop earlier in March. While we discussed various tools and methods to promote cross-selling and referral management, a key theme emerged around changing culture. Another cultural shift.