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Managing Partners’ Forum – Highlights from the Advisory Board Meeting September 2023

Red Star Kim

The Managing Partners’ Forum (mpfglobal.com) holds quarterly meetings of its Advisory Board where senior leaders discuss issues pertinent to the professional services sector. This compares with 84% for the Spring 2023 tracker and 71% for the Winter 2022 tracker. Only 20% are members of the Forum.

Meetings 130
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Enhancing your soft skills in 2023?

Red Star Kim

So now we are looking at how we might do things differently and better in 2023. One task will be to plan your self-development – particularly with regards to enhancing your soft skills in 2023. Change management 20 insights on change management processes and communication (kimtasso.com). Where did 2022 go? It seemed to fly past.

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Nutshell’s Wrapping Up 2023

Nutshell

As we wrap up 2023, take a look back at all the new features we’ve added this year: Pinned Notes 2023 started off with an update to your People, Company, and Lead timelines. CompetitorIQ – Early Access CompetitorIQ is another add-on we were excited to introduce in 2023.

CRM 71
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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “ Managing and growing your private client practice” earlier this month. EQ covers a lot of the important abilities people need to support good communications and relationships. kimtasso.com).

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How to Leverage Intent Data for Better Outcomes

Speaker: Susan Spencer, Principal of Spencer Communications

The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals. Don’t miss this must-attend session.

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Nutshell’s Wrapping Up 2023

Nutshell

As we wrap up 2023, take a look back at all the new features we’ve added this year: Pinned Notes 2023 started off with an update to your People, Company, and Lead timelines. CompetitorIQ – Early Access CompetitorIQ is another add-on we were excited to introduce in 2023.

CRM 62
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Digital Marketing update webinars (June 2023)

Red Star Kim

Digital Marketing update webinars (June 2023). Digital marketing update – How to Get 100 Sales Leads in 90 Days On 20 th April there was an information-rich and insightful webinar by Steve Pailthorpe, the CEO of Iconic Digital who I had the good fortune of meeting through the Worshipful Company of Marketors.