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

Red Star Kim

EQ covers a lot of the important abilities people need to support good communications and relationships. Recruitment of private client lawyers A core challenge facing many of the delegates’ practices was recruitment. However, I do use a number of assessment tools in my coaching and development work. kimtasso.com).

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Coaching and Consulting – People and Problem-Solving skills

Red Star Kim

People and Problem-Solving Skills Facilitating, coaching, mentoring and consulting all require great people skills. Counselling, coaching, mentoring, facilitating, training and consulting are at different stages of the helping continuum. Coaches and consultants use facilitation skills. You use facilitation skills when coaching.

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System review: CogniClick for instant, personalised research reports using AI

Red Star Kim

It has the potential to transform client communications, fast-track the generation of research and thought leadership and fuel content management campaigns. So the system facilitates fast, regular research amongst your targets, clients and referrers. Another valuable AI-powered tool for the MarTech armoury.

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2023’s Top 10 Insightly CRM Integrations

Insightly

One key takeaway from 2023 is that CRM systems should not operate in isolation. Let’s explore some of the most loved Insightly CRM integrations from 2023. This integration can boost your sales team’s performance by enabling personalized outreach, facilitating data-driven decision-making, and improving sales outcomes.

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Navigating the Uncharted: A Reflection on 2023 and Strategic Planning for 2024

CMOE

As 2023 comes to a close, it is the perfect time to reflect on lessons we’ve learned throughout the year and plan for 2024’s uncertainties. To understand your learning journey in 2023, record your answers to the following questions: 1. Facilitate discussions linking organizational changes to individual roles, fostering ownership.

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6 2023 Marketing Trends You Can’t Ignore

ACT

If you don’t want that to happen to your business, you must keep an eye on the fast-changing marketing trends in your industry and use emerging media and technology for effective communication and brand positioning. Read on to see some of the biggest trends you can’t ignore that show where marketing is headed in 2023.

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Managing Partners’ Forum Strategy Summit

Red Star Kim

Thanks to the Managing Partners’ Forum Strategy Summit at haysmacintyre earlier this week.