Red Star Kim

NOVEMBER 13, 2023

Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team. And 90% didn’t have a marketing plan for private client. 67% felt that marketing (generating enquiries) and 33% felt that existing client development was the area requiring most attention.

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

Red Star Kim

AUGUST 1, 2023

11% Marketing/lead generation 11% Selling (winning new clients) 33% Existing client development 0% Referrer management 44% All of them How clear are you on the client (buying) journey?

Decision-making 130

Decision-making Marketing Business Planning Management 130

Red Star Kim

JULY 11, 2022

40% Selling (winning new clients). 10% Existing client development. 0% Referrer development. marketing planning process into a professional service firm (kimtasso.com) March 2018. 11% Marketing/BD fundamentals. 56% Marketing/BD planning process. 33% Overcoming marketing/BD planning issues. 30% All of them.

Innovation 130

Innovation Marketing Stakeholders Value Proposition 130

Account Management Skills

AUGUST 24, 2021

Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships. We chatted about: – the importance of having a client development plan. – how to avoid client churn.

Account Management 98

Account Management Management Account Planning Co-Creation 98

Account Management Skills

JANUARY 9, 2023

Why is this a good balance with you doing the sales and the client development? Gordon was a developer, he moved from development across so the company was started by Bart, developer, Ethan, designer, and Gordon developer. Jenny 03:50. So what’s Gordon’s experience? What is his thing?

Account Management 52

Account Management Insurance Digitalization Decision-making 52