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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. The need to include purpose (i.e. kimtasso.com).

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Change Management – Heads, Hearts and Hands

Red Star Kim

At this week’s change management for professional practices workshop, I welcomed delegates from legal, accountancy and property firms. Their roles included managing partner, head of HR, operations manager, lawyer and property management team leader. This led to discussions about performance management.

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Achieve more engagement and buy-in: Relationships, Plan, Expectations, Benefits, Persuasion and Training

Red Star Kim

At the recent Training – PM Forum on “ Buy-in, engagement and stakeholder management ” workshop we welcomed executive and manager delegates from legal and accountancy firms as well as a delegate from Poland. An introduction to emotional intelligence (EQ) and empathy (Video) (kimtasso.com). Everyone is different.

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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. Thought leadership campaigns can help here particularly when a Challenger or Insight selling framework is deployed. tenders converted and revenue generated).

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6 Soft Skills Every Salesperson Needs to Get Ahead

Hubspot Sales

They include a salesperson's ability to relate and communicate with others, emotional intelligence, level of charisma and confidence, and more. Emotionally intelligent. After all, you’re combining the strengths of a great rep with the insights, wisdom, and experience of their manager. 6) Emotionally Intelligent.

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Learning & Development Update: Lean Learning and learning trends

Red Star Kim

When your employees want to learn a new skill, they typically don’t Google it or refer to your learning management system (LMS) first; 55% of them ask a colleague. That same poll found that managers are critical to the experiences that younger employees have at work, accounting for “at least 70% of the variance in engagement scores.”

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Conversation skills book review 3: Conversational intelligence – How great leaders build trust and get extraordinary results by Judith E Glaser (2014)

Red Star Kim

So this is another “intelligence” to add to emotional intelligence and cultural intelligence. There are also references to the work of Naomi Eisenberger in how emotional pain (e.g. First, it looks at the way leaders communicate with their people and help shape organizational culture.