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

JULY 11, 2022

all about buy-in in professional services (Manchester and Dublin 2019) (kimtasso.com). In some cases this might involve opening in new territories, forming international alliances or mergers and acquisitions. 40% Selling (winning new clients). 10% Existing client development. 0% Referrer development.

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