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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

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. There is also a post on emotional intelligence and leadership Research on leadership and emotional intelligence (EQ) (kimtasso.com).

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

Red Star Kim

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, (..)

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The trouble with account managers

Account Management Skills

“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.

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How Much Money Does a Key Account Manager Really Make?

Account Manager Tips

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.

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Top 50 Women Leaders in Customer Success 2022

SmartKarrot

Her portfolio is gilded with leadership roles like board director, investor, COO, and P&L owner. Anita leads a team that dives into the customer insights of B2B SaaS clients and extracts actionable information from it. Caroline was also named one of the Top 100 Customer Success Strategists for 2020-2021. Annette Franz.

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Dealing with adversity as an agency owner, with Rebecca McIntyre-Smith

Account Management Skills

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. I was given the all clear in July 2020. Jenny 03:50. What is his thing?