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

Account Management Skills

FEBRUARY 22, 2024

“I sometimes feel they are more concerned with their gmail and booking meetings than with my challenge” – client lead ( “The Future of Account Management” report, IPA 2020 ) The feedback from clients and industry experts is relentless and often scathing about the account manager’s performance.

Account Management 52

Account Management Management Client Development Account Growth 52

Red Star Kim

APRIL 17, 2023

Leverage your exemplars to promote good habits I shared a number of stories about how firms can leverage the expertise and experience of their best (exemplar) business developers: Facilitating regular “Talking to Bob” dinners at a property business where junior, intermediate and senior fee-earners could listen to stories about how he managed to identify, (..)

Management 130

Management Manufacturing Client Relationships Facilitation 130

Red Star Kim

SEPTEMBER 29, 2023

Some observed that as the pace of change continued relentlessly, we all needed to be constantly updating our knowledge and skills. Build personal brand We did some exercises on identifying words that encapsulate our personal branding.

Marketing 130

Marketing Stakeholders Digitalization Communication 130

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

Revegy

AUGUST 12, 2020

Developing customer insights isn’t a one-time, static exercise. It is an ongoing effort that should be an integrated part of your client development and account planning strategy. Each individual has a unique set of challenges and needs right now – many of which were unanticipated when they developed their 2020 plan.

Account Planning 69

Account Planning Account Management Stakeholders Client Development 69

Account Manager Tips

APRIL 26, 2021

Here are some things you'll do as a key account manager: Deliver your company's strategy and vision Manage client risk (defection, competitor threats, issue resolution) Gather market intelligence and evaluate emerging trends Drive client development Provide data and insights to help your clients make better decisions.

Key Account Management 242

Key Account Management Account Management Management Negotiation 242