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

Red Star Kim

We talked about the importance of employer brands too ( Employer Value Proposition – EVP – at DAC Beachcroft is described in this post PM Conference Report 2022: Strategy implementation (kimtasso.com) ). An important assessment that I use a lot is for Emotional Intelligence (EQ). kimtasso.com).

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Why are questions so important? (Questioning skills)

Red Star Kim

When we meet someone, we show interest in them and learn about them (to build empathy and see the world through their eyes An introduction to emotional intelligence (EQ) and empathy (Video) (kimtasso.com) ) by asking questions. These questions address the components of a value proposition (valuable, differentiated and substantiated).

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Telephone call challenges: Emotions, data, selling and follow up

Red Star Kim

14% Responding better to telephone enquiries (and conversion) 43% Improving client service on the telephone 14% Building relationships on the telephone 29% Using the telephone to reach people proactively (initiate sales conversations) How would you assess your emotional intelligence?

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Selling challenges in professional services: Sales processes and skills

Red Star Kim

A challenging role requiring deep insight into potential clients and value propositions as well as a great deal of confidence. Whilst most digital marketing methods support lead generation, converting interest into a commitment to meetings requires preparation, skill and persistence.

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

Red Star Kim

On a more serious note, we considered the advice of Malcolm McDonald on categorising clients from his book Malcolm McDonald on value propositions – How to develop them (kimtasso.com). While none of the delegates’ firms were actively using personas to drive targeting, they all recognised their value. Personas and buyer profiles.

Meetings 100
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22 tips on being a persuasive writer in professional services

Red Star Kim

An introduction to emotional intelligence (EQ) and empathy (Video) (kimtasso.com). Some people refer to a value proposition – what are you offering? Shift from a “push” (what I want to say) to a “pull” (what they want to read) approach. Grab readers’ attention with a catchy title and an inviting first paragraph.

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Book review: Sales Mind – 48 tools to help you sell by Helen Kensett

Red Star Kim

Three buckets She references Adam Morgan’s “The Pirate Inside” when technical and salespeople work together collaboratively in sales situations (this resonates with professional services firms) using collective and customer intelligence. How it is better than competitors? In what ways is it (or will be) game changing?