Remove legal terms-of-use
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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

This was the same in February Manage and grow your private client practice – Recruitment, Performance (kimtasso.com) We looked at the importance of addressing capacity planning (manage your talent pipeline ) and recruitment in a structured and long-term way as part of an overall human resources strategy. 10 reasons why (kimtasso.com).

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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

Delegates were from legal and accountancy firms in the UK, Channel Islands, Germany and United Arab Emirates. Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum. Key Account Management (KAM) – Research companies Larger firms may have access to research and knowledge specialists.

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The Proactive M&BD Executive – Culture shock, marketing models, fee-earner engagement, qualifications and social media

Red Star Kim

With a full house of marketing and business development executives from legal and accountancy firms across the UK it was an interactive, valuable and fun day (Thank you delegates for your spirited engagement and thanks to Morag Campbell for your superb technical hosting!). In my first week, the week before Christmas, I worked on four pitches.

Media 130
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Cultivate a cross-selling culture

Red Star Kim

We were joined by delegates from legal, accountancy and consultancy firms for PM Forum’s “Cross-selling and referrer management accelerator” workshop earlier in March. And incentive and reward systems drive attention on short term sales rather than long term relationships. What do clients/referrers need?

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How to hire the right sales reps (and keep them!)

PandaDoc

There are millions of account executives, SDRs, and other sales-related jobs in the US, all of which are backed by a healthy supply of skilled sales professionals who can fulfill the role. The best sales professionals in the world can’t make a positive contribution to your company if you don’t have the capacity to onboard and train them.

Sales 52
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How to market your agency business, with Dan Archer

Account Management Skills

Now, Dan runs a New Business Mastermind programme for Cactus, and was also recognised as one of BIMA’s top 100 Most Influential People in digital and tech in 2021, and for business development in 2020, and 2021. Welcome to Episode 77. On this episode, I chat to Dan Archer, a marketing expert for agencies. Welcome, Dan. Dan 00:44.

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70+ Experts Reveal the Best Customer Retention Strategies During COVID-19

SmartKarrot

Customer retention is very challenging for businesses especially in 2020. In this context, we reached out to business owners, influencers, startup founders to know what customer retention tactics they are using in the coronavirus pandemic. Offer discounts to your long-term clients whenever it is viable.