Red Star Kim

NOVEMBER 1, 2023

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.

Key Account Management 130

Key Account Management Account Management Value Proposition Client Relationships 130

Red Star Kim

NOVEMBER 8, 2022

This lack of listening caused a plethora of problems for those trying to build empathy and trust in order to create client relationships and sell legal services. Revive conversation and networking skills. Soft skills in the news. Its four categories were cognitive, digital, self-leadership and interpersonal.

Leadership 100

Leadership Emotional Intelligence Remote Working Digitalization 100

Hubspot Sales

JUNE 29, 2023

Fortunately, tech tools can simplify the process so you have more time to build client relationships, instead of punching in data,” adds Caldwell. Bureau of Labor Statistics (BLS), the median annual wage for insurance sales agents was $49,840 as of 2021. The rate increases to over 95% when extended to five years. Image Source 3.

Insurance 101

Insurance Sales Interpersonal Skills Decision-making 101