Red Star Kim

NOVEMBER 13, 2023

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).

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

Red Star Kim

FEBRUARY 14, 2023

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

Emotional Intelligence 130

Emotional Intelligence Marketing Stakeholders Communication 130

Red Star Kim

OCTOBER 16, 2023

And co-create a plan. Why do you need a business plan? 10 reasons why (kimtasso.com) Marketing planning in a nutshell – simple and complex plans (kimtasso.com) Data and systems It was good to have a sprinkling of IT geeks (their label not mine!)

Management 130

Management Emotional Intelligence Onboarding Communication 130

Red Star Kim

DECEMBER 5, 2023

Ideas on how to spend any “free” time ranged from competitor and analytics analysis to business plans for teams although some mentioned getting up to date on admin. And it is hard to argue with evidence of client sentiment or competitor action. Between 1% and 20% of their time currently spent being proactive – with a median of 10%.

CRM 130

CRM Marketing Interpersonal Skills Client Relationships 130

Hubspot Sales

APRIL 25, 2023

Since December 2022, interest in the search term “AI tools” has skyrocketed by 292% in the U.S. Lack of Human Touch “ Human interaction and emotional intelligence relationship-building skills are all essential components of successful sales. Jasper Pricing: Starter plans cost $24 per month.

Sales 106

Sales Emotional Intelligence CRM Decision-making 106

Red Star Kim

FEBRUARY 28, 2023

Having confident leadership with a strong vision, backed up with a robust business plan and strategy and evidence of progress was attractive to potential recruits. Recruitment Many delegates reported that a core challenge for their private client team was recruitment. Both to maintain service levels and underpin growth strategies.

Emotional Intelligence 130

Emotional Intelligence Management Business Planning Value Proposition 130

Red Star Kim

JANUARY 28, 2024

Leadership, emotional intelligence and teams in change management. Winning their hearts – and emotional commitment – is tougher. Research on leadership and emotional intelligence (EQ) (kimtasso.com). We welcomed delegates from legal, accountancy and financial services firms.

Emotional Intelligence 130

Emotional Intelligence Leadership Management Facilitation 130