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Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI (February 2023)

Red Star Kim

There’s a case study of EVP at DAC Beachcroft PM Conference Report 2022: Strategy implementation (kimtasso.com) There were also comments about the importance of flexible working (including WFH). 50% LinkedIn 30% Blogs 20% Facebook How effective do you find social media?

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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

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Referrer Management – Capacity and Capability

Red Star Kim

Some were focused on specific sectors such as agriculture, sports and not-for-profit and others had a more international focus (particularly the Caribbean and Middle East). Getting people together prompts “ proximity marketing ” – the more they know about and like their colleagues, the more likely they are to refer people to them.

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Selling challenges in professional services: Sales processes and skills

Red Star Kim

78% Revenue/profit 78% Pitches/tenders 56% Additional revenue from existing clients 56% Referrals and recommendations 33% New clients/transactions 22% New leads, enquiries or opportunities generated How familiar are you with the concept of the DMU?

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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). A similar approach would be to unite people behind the need to focus on client interests and overcoming competitor activity.

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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. 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. And how these need to be considered in learning environments.

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Nine insights: Sales processes and selling skills for targeting and meetings

Red Star Kim

Referrer Management workshop (June 2022) (kimtasso.com). Client perspective – empathy and emotional intelligence (kimtasso.com). 100% Revenue and Profit. Cross-selling and referrer management – Expectations, Data and Focus (kimtasso.com). Referrals – The role of internal communications (kimtasso.com).

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