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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. An important assessment that I use a lot is for Emotional Intelligence (EQ). kimtasso.com). kimtasso.com).

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Selling challenges in professional services: Sales processes and skills

Red Star Kim

Nervousness – Shyness, modesty, lack of confidence and fear of failure can make fee-earners reluctant to organise meetings to take the next steps in building a potential client relationship. A challenging role requiring deep insight into potential clients and value propositions as well as a great deal of confidence.

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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. Questions are important when we meet someone new.

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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

Some of these reflect Cialdini’s keys of persuasion and influence Influence – Cialdini’s six principles of the psychology of persuasion (kimtasso.com) Sales meeting guidance She advocates that the start of each meeting is for knowledge collection mode – asking lots of simple questions (What and Why).