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Spotlight on Richard Chaplin, PM Forum and Managing Partners’ Forum

Red Star Kim

That would give anyone great insight into leadership and management. Leadership Development Programme Last year I worked with Richard to research and develop the exciting new Leadership Development Programme for practice and functional leaders in the professions. No surprise that he’s a networking super-connector.

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Selling challenges in professional services: Sales processes and skills

Red Star Kim

Protectionism – Some fee-earners could be insecure and defensive about sharing client information and relationships. The culture and rewards systems sometimes worked against integrated client teams. Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking.

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

Red Star Kim

Preparing M&BD professionals for the future – learning, skills (kimtasso.com) Neuroscience for learning and development by Stella Collins (kimtasso.com) Thought leadership Veteran professional services PR guru Tim Prizeman joined Rhea Wessel from The Thought Leadership Institute. His QR code to pose questions was well used.

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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

At the start of June I had the pleasure of leading PM Forum ’s “Towards KAM (and ABM) – Helping fee-earners with client relationship management” online workshop. The OnePlace legal client relationship management system was acquired by InTapp in 2019. OnePlace/Intapp Another delegate mentioned he liked using this system.

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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

On a simpler level, a red-amber-green (RAG analysis) will help fee-earners focus their time and attention on those contacts with the most potential Process focus – Related to pipeline analysis, Andy Lopata offers a helpful framework to analyse relationships based on various stages in building, nurturing and leveraging relationships.

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9 ways to de-motivate an agency account manager

Account Management Skills

Not only could I recognise myself, but I have been training account managers since 2016 and can validate his findings. If you create the conditions for AMs to thrive and give them support to do a great job, they will grow your client relationships and agency business.

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PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback

Red Star Kim

Meanwhile, elsewhere in the centre a team from Man Bites Dog and Baker McKenzie led a masterclass on thought leadership as the smart growth strategy. Client Experience Management (CEM) in professional service firms (kimtasso.com) 2016. Sustain momentum. Professional Marketing Forum Conference report 2018 (kimtasso.com).