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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

We spent some time on mission and value statements (looking at examples from other private client teams) – and how they are formed through analysis and discussion with stakeholders. An important assessment that I use a lot is for Emotional Intelligence (EQ). One delegate’s firm had recently merged and integration was a priority.

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New Leadership Development Programme from the Managing Partners’ Forum – Consensus through Collaboration

Red Star Kim

I have supported Richard Chaplin at the Managing Partners’ Forum since June 2022 on the research, feasibility, design and development of the programme – and discussions with six amazing speakers – so it is gratifying to see the finished product! Versions for divisional, functional and aspiring leaders are expected in 2024.

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Achieve more engagement and buy-in: Relationships, Plan, Expectations, Benefits, Persuasion and Training

Red Star Kim

At the recent Training – PM Forum on “ Buy-in, engagement and stakeholder management ” workshop we welcomed executive and manager delegates from legal and accountancy firms as well as a delegate from Poland. An introduction to emotional intelligence (EQ) and empathy (Video) (kimtasso.com). Everyone is different.

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Preparing M&BD professionals for the future – learning, skills and knowledge transfer

Red Star Kim

The discussion was wide ranging and included: Strategy and commercial knowledge Decision-making processes and governance Science and art of building relationships Know your client – internal and external Becoming a Trusted adviser – consulting and advisory skills Be evidence-based – back everything up with data (and who owns and manages it) Rise of (..)

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Research update on the most in-demand soft skills

Red Star Kim

Video) (kimtasso.com) ) C-suite skills that matter most In August 2022, Harvard Business Review published an article on succession that addressed the C-suite skills that matter most. It argues that there are three game changers that affect leadership: Stakeholder demands , the workforce and changing strategies.

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Coaching and Consulting skills – Limiting beliefs, approaches to helping and marketing consultancy

Red Star Kim

To better influence senior stakeholders and also support junior levels coming through How are M&BD roles changing? What do fee-earners expect from M&BD? Video) (kimtasso.com) Ask WHY questions Always prioritise 5:1 appreciation versus criticism!

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10 Business Resolutions for Salespeople in 2022

Hubspot Sales

If you're looking to strengthen your emotional intelligence with your prospects and leads, this is the way to do it. Check-in with your family , friends, and other non-work stakeholders in your life. Commit to mentoring new reps. Are you showing up for them or is your work standing in the way?