Red Star Kim

SEPTEMBER 8, 2023

This week’s PM Forum training workshop “Commerciality: Finance, Pricing, Innovation and Research” was attended by delegates from law, accountancy and insolvency firms. Delegates then chose to focus on finance, economics and pricing. Finance fundamentals Financial awareness is another capability required by M&BD.

Procurement 147

Procurement Value Proposition Finance Artificial Intelligence 147

Red Star Kim

NOVEMBER 24, 2023

Francesca Lagerberg, CEO of Baker Tilly accountants and regular host of the Managing Partners’ Forum “Retuning your firm” shows chaired discussion with Kate Cooper, Director of Finance at the Institute of Directors and Alain Thys. As marketers, we must remain tuned into the client voice and this panel provided plenty of food for thought.

Digitalization 130

Digitalization Leadership Marketing Brainstorming 130

Red Star Kim

FEBRUARY 8, 2024

For example, for accountants this might include Quoted Companies Alliance, UK Finance or Federation of Small Businesses. Without targeting there is the risk of “spray and pray” content being sent into the ether. For law firms these might be GC 100, International Bar Association or the Association of Corporate Counsel.

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Pinnacle View

FEBRUARY 3, 2018

After coming to the United States from Haiti, Rony founded the organization in 2010 and built it into an entity with a truly global impact. Since 2010 Global Paint for Charity has shipped more than 120,000 gallons of paint to 18 different countries.

Profitability 52

Profitability Decision-making Finance Prioritization 52

Hubspot Sales

OCTOBER 2, 2019

years , down by half from 2010. For example, if a sales rep earns a 15% commission for each deal they close, and are projected to close $100,000 in sales for the quarter, then your finance team will anticipate an allocation of $15,000 in commission payroll for that rep. Employee retention in the sales field continues to be an issue.

Management 128

Management Performance Review Sales Software 128

Red Star Kim

MAY 11, 2023

Cisco (technology) is at 15, J P Morgan at 24, Salesforce at 36, Goldman Sachs at 49, HSBC at 65, 3M at 69 and LinkedIn at 81. In professional services there is only Accenture at 31 (which has grown 15%). Three essential ingredients are needed: what you do, where you do it and how it gets done.

Management 130

Management Co-Creation Publishing Leadership 130

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?

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130