Red Star Kim

FEBRUARY 9, 2023

There were architects, bankers, accountants, forensic investigators, insolvency practitioners, lawyers, pension advisers and tax experts who had a range of areas of expertise including bloodstock, housing associations and commercial property. Here are the highlights on Referrer and Intermediary Management – Silos, Targets and Culture.

Management 130

Management Emotional Intelligence Cybersecurity CRM 130

Red Star Kim

OCTOBER 16, 2023

Referrer Management – Capacity and Capability Capacity – Rational elements of referrer management Throughout the workshop we considered how leadership and organisation (rational activity) supports effective referrer management. Key processes Data is needed to drive key processes supporting referrer management. amongst us.

Management 130

Management Emotional Intelligence Onboarding Communication 130

Red Star Kim

FEBRUARY 14, 2023

Some key insights from the session: Coaching and Consulting skills – Limiting beliefs, different approaches to helping and marketing consultancy. Manage limiting beliefs During the coaching module, there was much discussion about limiting beliefs or limiting assumptions. Delegate views and poll results are shown below.

Emotional Intelligence 130

Emotional Intelligence Marketing Stakeholders Communication 130

Red Star Kim

MARCH 7, 2023

A key theme arising at the March PM Forum “ Future Marketing/Business Development Manager” (with delegates from legal, accountancy and consultancy firms) was about being overwhelmed. There were conversations about overwhelmed marketing/BD managers, overwhelmed M&BD teams and overwhelmed fee-earners.

Marketing 130

Marketing Management Emotional Intelligence Leadership 130

Red Star Kim

DECEMBER 19, 2023

So where accidents happen there is an opportunity for personal injury solicitors who manage complex cases. The challenge was to raise BBK’s profile in an increasingly busy space and ensure that it integrated with the firm’s wider digital marketing (especially it’s SEO and Google rankings).

Media 130

Media Insurance Marketing Emotional Intelligence 130

Red Star Kim

DECEMBER 5, 2023

Sometimes marketing and sales system are not integrated. | Microsoft Dynamics 365 CRM Software | Infor CRM SLX (In 2014, Infor acquired Saleslogix from Sage) What is Intapp CRM? Another delegate suggested using monday.com | A new way of working to integrate all action lists and help avoid being overwhelmed by so many tasks.

CRM 130

CRM Marketing Interpersonal Skills Client Relationships 130