Red Star Kim

NOVEMBER 13, 2023

Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team. And 90% didn’t have a marketing plan for private client. 67% felt that marketing (generating enquiries) and 33% felt that existing client development was the area requiring most attention.

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

Outbound Engine

NOVEMBER 17, 2022

We all know that keeping in touch with clients leads to retention, and an increase in word of mouth, but I want to talk about what your name means to your clients. Every interaction you or your company has with a client develops your brand’s identity for better or for worse.

Client Development 73

Client Development Marketing Media Small Business 73

Red Star Kim

APRIL 17, 2023

Leverage your exemplars to promote good habits I shared a number of stories about how firms can leverage the expertise and experience of their best (exemplar) business developers: Facilitating regular “Talking to Bob” dinners at a property business where junior, intermediate and senior fee-earners could listen to stories about how he managed to identify, (..)

Management 130

Management Manufacturing Client Relationships Facilitation 130

Agile CRM

DECEMBER 14, 2022

This interface supports the client development of custom applications. The post Best Business Phone Systems for Your Business in 2023 appeared first on Agile CRM Blog. Tweets by ZadarmaHQ. What’s Next? Come check out 500apps today to learn more about our All-in-one CRM Software which provides 50 apps for just $14.99

CRM 52

CRM Software Software Communication 52

Red Star Kim

SEPTEMBER 29, 2023

There was an enthusiastic response including: Demonstrate what good looks like Deploy technology to make the process easier Offer accessible training and support Provide evidence and success stories of what other fee-earner have achieved Show them the personal and firm benefits Use data cleansing systems (see Marketing technology system review – Clean (..)

Marketing 130

Marketing Stakeholders Digitalization Communication 130

Arpedio

JUNE 2, 2023

With a proper key account plan, you’ll have a consistent approach to gather crucial information about your important clients, develop a sales strategy, and build strong relationships through proactive management and support. Ready to embrace the power of account plans? Let's talk! Superior together.

Account Planning 52

Account Planning Account Management Client Relationships Stakeholders 52

Account Management Skills

JANUARY 9, 2023

And if you’re listening to this at the beginning of 2023, and you want this year to be the year that you not only retain your agency accounts, but you grow your accounts, you can also connect with me on LinkedIn and let’s talk about training for either you in your account management role, or a member of your team. Jenny 03:50.

Account Management 52

Account Management Insurance Digitalization Decision-making 52