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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. kimtasso.com). kimtasso.com).

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Book review – Why has nobody told me this before? Dr Julie Smith (Mental Health Guidance)

Red Star Kim

And this book is one of them – a mental health toolbox full of life skills to manage emotions in a healthy way, build self-awareness and resilience and grow. The author says: “If we deal with emotions in a healthy way, we not only build resilience but we can thrive and, over time, find a sense of growth”.

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Selling challenges in professional services: Sales processes and skills

Red Star Kim

Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking. Processes and skills for managing opportunities and pipelines can be lacking. Time and capacity – Many fee-earners are stretched and compelled to manage large amounts of client work under heavy time pressures.

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Why are questions so important? (Questioning skills)

Red Star Kim

When we meet someone, we show interest in them and learn about them (to build empathy and see the world through their eyes An introduction to emotional intelligence (EQ) and empathy (Video) (kimtasso.com) ) by asking questions. What management systems are required? – Kim Tasso March 2010 How do you close a sale?

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What is Socratic questioning? (Questioning skills)

Red Star Kim

It is defined as using questions to “clarify meaning, elicit emotion and consequences, as well as to gradually create insight or explore alternative action” (James, Morse, & Howarth, 2010). – Kim Tasso March 2010 How do you close a sale? It is helpful to surface knowledge that was previously outside of our awareness.

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Book review: Sales Mind – 48 tools to help you sell by Helen Kensett

Red Star Kim

She urges you to shift from outcome orientation to a process orientation (which is the opposite of what is advocated in change management programmes). She outlines various creativity tools including: The spider brief to break down large creative projects into manageable chunks, the third space, walking and “look up”.

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KAM Leader Series: Shaping Innovative Solutions

Cosawi

I have a better appreciation of my strengths, which enables me to be more assertive and supportive; I also have an understanding of how to manage or mitigate the areas where I am not so strong. Our role is to awaken that intelligence and ambition, then foster a supportive environment to enable them to be at their best.” Woolley, A.