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. However, I do use a number of assessment tools in my coaching and development work. kimtasso.com).
Red Star Kim
SEPTEMBER 29, 2023
The September PM Forum workshop on “ Professional and Practical Skills for Marketing and Business Development (M&BD) Assistants” was attended by 18 delegates from legal, accountancy, consultancy and actuarial firms. And also to support cross-selling and enhance the client experience. How do you stand out from your peers?
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Agile CRM
DECEMBER 14, 2022
In addition to traditional phone systems and VoIP-based solutions, there are also a number of other options available on the market, such as unified communications platforms and mobile-based business phone systems. Some of the key advantages include increased flexibility, improved communication, and lower costs. Call Whisper.
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, (..)
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. 2: Headshots and Logo.
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