2017 Client Relationships Interpersonal Skills Profitability 
Red Star Kim
NOVEMBER 1, 2023
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.
Red Star Kim
DECEMBER 5, 2023
Leadership and the In-Group/Out-Group Phenomenon (blanchard.com) Create a sense of unity by reminding people we are on the same team and all striving for the same results (happy clients and increased profits). A similar approach would be to unite people behind the need to focus on client interests and overcoming competitor activity.
Expert insights. Personalized for you.
130 
Let's personalize your content