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

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

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

SmartKarrot

MARCH 8, 2022

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.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21