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Referrer and Intermediary Management – Silos, Targets and Culture

Red Star Kim

At the end of January, I enjoyed meeting delegates (at the Novotel at Tower Hill) on the MBL “Developing more work from referrers and intermediaries” workshop. Overcoming silos and internal communication for cross-selling A key barrier to cross-selling and internal referrals was that firms were structured into silos.

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Release time to become a more proactive Marketing and Business Development Executive (November 2022)

Red Star Kim

Delegates were from large and medium sized legal, intellectual property, accountancy, actuarial, pension and consultancy firms – from the UK but also from the Channel Islands and Portugal – with some supporting up to 12 jurisdictions. Help cross-pollinate ideas between teams with internal communication. Communicate aims and outcomes.

Marketing 130
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Coaching and Consulting skills – Limiting beliefs, approaches to helping and marketing consultancy

Red Star Kim

This requires you to listen carefully to what is being said and to observe non-verbal communication that might suggest that there is something else to consider. What is the marketing consultant’s approach from the first meeting? Who else has the marketing consultant worked with? Are they certified as marketing experts?

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Referrer Management – Capacity and Capability

Red Star Kim

This article is a summary of the conversation and key takeaways from a workshop in London for MBL. Book review: The Management Shift by Vlatka Hlupic (kimtasso.com) Change management book – Switch (Chip & Dan Heath) (kimtasso.com) Education and internal communications People experience anxiety and fear when they are uncertain.

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Professional services marketing/BD case studies – Moore Kingston Smith, Mazars, Capsticks, Fladgate, Travers Smith, Mills & Reeve and brand awards

Red Star Kim

Moore Kingston Smith (accountants) – Real estate thought leadership This campaign comprises a series of seven opinion articles (“The state of the global real estate industry”) exploring investment opportunities in UK real estate sharing economic data (inflation and global growth forecasts). trillion by 2031”.

Marketing 130
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Campaigns, thought leadership and project management – Early engagement, scoping and risk management

Red Star Kim

41% Marketing 24% PR/Communications 24% Business development 6% Events 6% Content creation How confident are you about developing and implementing campaigns? 0% 6% 0% 6% 24% 47% 12% 0% 6% 0% Which aspect of the session is of most interest? 100% Yes – but we could do better Which research methods have you used?

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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

Financial information, adverse filings, directors and managers, financial strength metrics such as credit scores and ratings and CCJs, shareholders, subsidiaries and branches, company structures and the corporate family, M&A activity and rumours, industry descriptions, SIC codes and research, news articles from various high profile sources.