2017, Account Management, Client Development and Meetings

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2017

Account Management

Client Development

Meetings

Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Red Star Kim

APRIL 17, 2023

Surprisingly, delegates were more likely to use spreadsheets than a CRM for managing client and referrer information. Half the delegates had a KAM (Key Account Management) programme at their firm. Two thirds of the delegates felt their personalities were dog and the other third thought they were cats.

Management

Management Manufacturing Client Relationships Facilitation

Dealing with adversity as an agency owner, with Rebecca McIntyre-Smith

Account Management Skills

JANUARY 9, 2023

And if you’re listening to this at the beginning of 2023, and you want this year to be the year that you not only retain your agency accounts, but you grow your accounts, you can also connect with me on LinkedIn and let’s talk about training for either you in your account management role, or a member of your team.

Account Management

Account Management Insurance Digitalization Decision-making

Strategic Accounts Today

Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Dealing with adversity as an agency owner, with Rebecca McIntyre-Smith

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