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Referrer Management – Capacity and Capability

Red Star Kim

Delegates included both partners and business development professionals (some with a banking background) from law firms (employment, criminal, disputes, offshore), accountancy practices (audit, forensic, insolvency and restructuring and financial services. This post adds to the learning resources from the session.

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

Red Star Kim

million companies that are active but not required to file accounts and 6 million companies that are no longer activie. or profits greater than £150000), active and inactive companies with up to 10 years’ of financial data. How should firms identify their strategic accounts? Used for building lists with over 300 search criteria.

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Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

Ideas to enhance engagement To reduce “us and them” (fee earners and marketing) feelings we can try to invoke a sense of ingroup and a shared social identity. A similar approach would be to unite people behind the need to focus on client interests and overcoming competitor activity.

CRM 130
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PM Conference Report 2022: Strategy implementation, Employer Value Propositions (EVP), Storytelling and Client Feedback

Red Star Kim

She explained her firm’s core purpose was to build trusting relationships and vision of being independent, sustainably profitability and global. Meanwhile, elsewhere in the centre a team from Man Bites Dog and Baker McKenzie led a masterclass on thought leadership as the smart growth strategy. Be agile and responsive. Sustain momentum.

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Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Red Star Kim

There were also variations on factors such as financial (it’s easy to measure revenue and profit) and others such as market positioning, longevity, reliability/security and prestige. There was also discussion about the use of grading criteria for individual attributes such as seniority, influence, sponsorship and loyalty.

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

Red Star Kim

At the recent PM Forum online workshop on campaigns, thought leadership and project management there were 17 delegates from legal, accountancy and insolvency firms located in London, Belfast, Sutton Coldfield, Manchester, Newcastle, Cambridge and Dubai. The delegate aims, poll results and key takeaways are shown below.

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

Red Star Kim

kimtasso.com) Excellent 12% (2) Good 47% (8) OK 41% (7) Which consulting skill do you most need to develop EQ/emotional intelligence 0% An introduction to emotional intelligence (EQ) and empathy (Video) (kimtasso.com) Research on leadership and emotional intelligence (EQ) (kimtasso.com) Book review – Emotional Intelligence 2.0