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

Red Star Kim

Private client management and marketing: Business plans, recruitment, assessments and automation. Core challenges for private client law leaders The core challenges identified throughout the day were the interlinked topics of business plans, recruitment, assessments and automation. 10 reasons why (kimtasso.com).

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Be more strategic: Top-down or bottom-up, marketing and sales integration and property marketing

Red Star Kim

But in essence it is about whether strategy is developed by a centralised leadership team or by those running the business units or divisions. See also integrated-business-planning-oct12.pdf Some think about a centralised or decentralised approach to strategy.

Marketing 130
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COVID-19’s Impact on 2021 Content Marketing Strategy

Strategic Communications

As businesses plan for 2021, none can ignore the potential for COVID-19 to continue disrupting their operations and impacting consumer decisions. What strategies might work for your marketing plans in 2021? Creating a thought leadership strategy. In 2021, says Debeljak, these efforts will stay in play.

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Referrer Management – Capacity and Capability

Red Star Kim

Referrer Management – Capacity and Capability Capacity – Rational elements of referrer management Throughout the workshop we considered how leadership and organisation (rational activity) supports effective referrer management. And co-create a plan. Why do you need a business plan?

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Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

Leadership and the In-Group/Out-Group Phenomenon (blanchard.com) Create a sense of unity by reminding people we are on the same team and all striving for the same results (happy clients and increased profits). Finding ways to meet with people in real time (such as at social events) can help.

CRM 130
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6 Steps To Create Your Company’s Financial Plan

Aepiphanni

Business planning in 2021 is sure to be full of challenges given the state of the economy and continuing pandemic concerns. Despite that, however, not planning your company’s financial future at all is a definite strategy for failure. We would love to hear from you. Please share your thoughts and comments below.

Finance 40
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Coaching and Consulting skills – Limiting beliefs, approaches to helping and marketing consultancy

Red Star Kim

kimtasso.com) Excellent 12% (2) Good 47% (8) OK 41% (7) Which consulting skill do you most need to develop EQ/emotional intelligence 0% An introduction to emotional intelligence (EQ) and empathy (Video) (kimtasso.com) Research on leadership and emotional intelligence (EQ) (kimtasso.com) Book review – Emotional Intelligence 2.0