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

Red Star Kim

We talked about the importance of employer brands too ( Employer Value Proposition – EVP – at DAC Beachcroft is described in this post PM Conference Report 2022: Strategy implementation (kimtasso.com) ). An important assessment that I use a lot is for Emotional Intelligence (EQ). kimtasso.com). kimtasso.com).

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Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI (February 2023)

Red Star Kim

There were comments about the importance of the Employee Value Proposition (EVP) which is similar to the firm’s overall brand but with a focus on what value there is for potential employees. People want to join a winning team and to visualise their progression.

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Book review: Sales Mind – 48 tools to help you sell by Helen Kensett

Red Star Kim

Three buckets She references Adam Morgan’s “The Pirate Inside” when technical and salespeople work together collaboratively in sales situations (this resonates with professional services firms) using collective and customer intelligence. How it is better than competitors? In what ways is it (or will be) game changing?

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Telephone call challenges: Emotions, data, selling and follow up

Red Star Kim

14% Responding better to telephone enquiries (and conversion) 43% Improving client service on the telephone 14% Building relationships on the telephone 29% Using the telephone to reach people proactively (initiate sales conversations) How would you assess your emotional intelligence?

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Selling challenges in professional services: Sales processes and skills

Red Star Kim

A challenging role requiring deep insight into potential clients and value propositions as well as a great deal of confidence. Whilst most digital marketing methods support lead generation, converting interest into a commitment to meetings requires preparation, skill and persistence.