article thumbnail

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

Red Star Kim

This American book talks you through the strategy development process for a fictious law firm become the firm of choice – strategy development (kimtasso.com) One delegate asked for business plan templates – and the post I just mentioned explains why templates are not always a good idea.

article thumbnail

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.

article thumbnail

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.

article thumbnail

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.

CRM 52
article thumbnail

New marketing automation research: 2023

Insightly

To help you answer this question, Ascend2 and Insightly fielded The 2023 State of Marketing Automation Survey in February, 2023. Current Use of Marketing Automation (2023 vs 2022) There have been significant changes in how B2B marketers are using automation in the last year. Learn more about Ascend2.

article thumbnail

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

Red Star Kim

So the system facilitates fast, regular research amongst your targets, clients and referrers. As well as sending each participant a personalised report, the CogniClick platform will automatically create a White Paper version and provide evergreen industry thought-leadership content.

Banking 130
article thumbnail

Managing Partners’ Forum Strategy Summit

Red Star Kim

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