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

Red Star Kim

We spent some time on mission and value statements (looking at examples from other private client teams) – and how they are formed through analysis and discussion with stakeholders. An important assessment that I use a lot is for Emotional Intelligence (EQ). One delegate’s firm had recently merged and integration was a priority.

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Research update on the most in-demand soft skills

Red Star Kim

Emotional intelligence: The ability to read and respond to others’ emotions, manage one’s own emotions, and build strong interpersonal relationships will be essential for senior professionals in 2023. Patten published by University of Toronto Press, 2023) it says that critical challenges can make leaders stronger.