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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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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. 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? Questions are important when we meet someone new.

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22 tips on being a persuasive writer in professional services

Red Star Kim

An introduction to emotional intelligence (EQ) and empathy (Video) (kimtasso.com). Research shows that even B2B buyers are influenced by emotional connection. A series of articles or posts might be arranged around content pillars in a content management plan.

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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.