Remove 2021 Remove Client Relationships Remove Digitalization Remove Emotional Intelligence
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Selling challenges in professional services: Sales processes and skills

Red Star Kim

Protectionism – Some fee-earners could be insecure and defensive about sharing client information and relationships. The culture and rewards systems sometimes worked against integrated client teams. Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking.

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Soft skills revisited – with a leadership perspective

Red Star Kim

So, it seemed appropriate to revisit the topic in the light of recent developments – the return to office working, the accelerating digital revolution, the escalating war for talent and the myriad other challenges facing the profession – all of which place huge demands on leaders. Whether digitally or in person. Digital body language.

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

Red Star Kim

There were comments that it was unusual for people to be in the office so face time and in person meetings – where it is easier to develop rapport, trust and solid working relationships – were rare. Geographical and psychological distance can seem larger when in a digital space.

CRM 130
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Book review: Neuroscience for learning and development by Stella Collins

Red Star Kim

There’s information about Howard Gardener’ multiple intelligences and emotional intelligence. And guidance on making best use of digital training technologies. So I’m confident you could skip some of this material if necessary. Soft skills It’s jam-packed with research evidence, so you know the information is reliable.

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Referrer Management – Capacity and Capability

Red Star Kim

While the delegates had some exciting mountain climbing, sailing and diving adventures to report – they observed that often their people focused on digital events and tended to be “chained to desk ”. And to know when to cut their losses and move onto other potential referrer relationships.

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Telephone skills for lawyers and accountants – Confidentiality, client experience, accents and gatekeepers

Red Star Kim

There have been many requests recently for inhouse training on telephone skills to support client service and selling both for fee-earners and support staff. Earlier in April I ran a public MBL “Pick up the phone – Client service and sales opportunities for professionals in the digital age” online training workshop.