Red Star Kim

NOVEMBER 1, 2023

Protectionism – Some fee-earners could be insecure and defensive about sharing client information and relationships. The culture and rewards systems sometimes worked against integrated client teams. Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking.

Key Account Management 130

Key Account Management Account Management Value Proposition Client Relationships 130

Red Star Kim

OCTOBER 16, 2023

Some were focused on specific sectors such as agriculture, sports and not-for-profit and others had a more international focus (particularly the Caribbean and Middle East). And to know when to cut their losses and move onto other potential referrer relationships.

Management 130

Management Emotional Intelligence Onboarding Communication 130

Red Star Kim

DECEMBER 5, 2023

Leadership and the In-Group/Out-Group Phenomenon (blanchard.com) Create a sense of unity by reminding people we are on the same team and all striving for the same results (happy clients and increased profits). A similar approach would be to unite people behind the need to focus on client interests and overcoming competitor activity.

CRM 130

CRM Marketing Interpersonal Skills Client Relationships 130

Red Star Kim

FEBRUARY 28, 2023

67% Inhouse M&BD team for the firm 0% Inhouse M&BD team for the private client team 11% External marketing/PR agencies 22% None – we do it all ourselves Which area of business development requires most attention at your firm? 100% yes Do you have plans to enter or develop new markets?

Emotional Intelligence 130

Emotional Intelligence Management Business Planning Value Proposition 130

Red Star Kim

SEPTEMBER 5, 2023

There’s information about Howard Gardener’ multiple intelligences and emotional intelligence. So I’m confident you could skip some of this material if necessary. Soft skills It’s jam-packed with research evidence, so you know the information is reliable. And how these need to be considered in learning environments.

Facilitation 147

Facilitation e-Learning Emotional Intelligence Key Account Management 147