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Future Marketing/BD Manager – Build your personal brand and increase your strategic contribution (December 2022)

Red Star Kim

for a day workshop on “Future Marketing/BD Manager” with PM Forum. Future Marketing/BD Manager – Build your personal brand and increase your strategic contribution. Prepare to be a manager (next year). Management capabilities. Learn how to manage others. Act as a manager. Profit growth. Competitors.

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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. Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum. Others may find that the M&BD team is responsible for research.

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Referrer Management Strategies – Rationale and Challenges

Red Star Kim

I’ve summarised some of the main “back to basics” themes emerging from discussions: Referrer Management Strategies – Rationale and Challenges. Rationale – Key reasons to develop referrer management strategies . Research indicates that most firms generate 80% of their fees and profits from 20% of their clients.

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

Red Star Kim

The main takeaways for the delegates can be summarised with the following themes: Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars. Delegates were from legal, accountancy and insolvency firms – both M&BD teams and fee-earners.

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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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Strategy case studies and more matrices

Red Star Kim

Managing growth – Superpositioning matrix An article in the April 2020 PM Magazine by Alistair McLeod at Gray Fox Consulting questions whether growth is good for your strategy. “ Stop doing the rubbish – particularly internal issues – be laser focused on the clients.

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

Red Star Kim

Transforming your firm’s culture – Professor Vlatka Hlupic Self-effacing Vlatka described the “quiet quitting” disengagement that needs a “purpose and people-led” management revolution to overcome toxic cultures. ESG targets and work is under-communicated and clients will be increasingly interested in purpose versus profit”.