Red Star Kim

FEBRUARY 8, 2024

Sadly, this approach may mean that outliers and smaller clients – who may indicate an opportunity or be a weak signal of market and client changes – may be overlooked Client classification matrices – There are many approaches here such as matrices comparing, for example, cost to serve and lifetime revenues.

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Red Star Kim

NOVEMBER 24, 2023

Preparing M&BD professionals for the future – learning, skills (kimtasso.com) Neuroscience for learning and development by Stella Collins (kimtasso.com) Thought leadership Veteran professional services PR guru Tim Prizeman joined Rhea Wessel from The Thought Leadership Institute. His QR code to pose questions was well used.

Digitalization 130

Digitalization Leadership Marketing Brainstorming 130

Red Star Kim

FEBRUARY 28, 2023

Recruitment Many delegates reported that a core challenge for their private client team was recruitment. Having confident leadership with a strong vision, backed up with a robust business plan and strategy and evidence of progress was attractive to potential recruits. Both to maintain service levels and underpin growth strategies.

Emotional Intelligence 130

Emotional Intelligence Management Business Planning Value Proposition 130

Hubspot Sales

APRIL 25, 2023

In this article, we’ll give you a comprehensive overview of the consulting career path. Management advice covers operations, strategy, finance, marketing, and governance. However, boutique firms are smaller consultancies that specialize in serving clients in a specific industry. Consulting isn’t for everyone.

Healthcare 92

Healthcare Insurance Shareholders Interpersonal Skills 92

Red Star Kim

MARCH 16, 2023

88% Banks, financial institutions and IFAs 76% Accountancy firms 59% Private equity/corporate finance 53% Law firms 35% Insolvency firms 29% Property firms 18% Charities and associations 18% Other (surveyors) 12% Regulators 12% Government and local authorities Which methods does your firm use for generating more work from external referrers?

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

ClearPoint Strategy

JULY 29, 2021

In this article. Both handle customer finances and investments, but (generally speaking) Goldman Sachs prioritizes high-touch, personal relationships, while E*TRADE values high-tech, self-service relationships. You obviously want great health outcomes, but where do finances fit in? 56 Strategic Objective Examples.

Innovation 98

Innovation e-Learning Healthcare Government 98

Red Star Kim

APRIL 24, 2023

Yet there was an interesting article In March 2023 17 Top Reasons Lawyers Don’t Call Their Clients – The BTI Consulting Group “High-quality voice dialogue between clients and their relationship partners remains rare. This leaves a lot of room to develop client relationships”.

Emotional Intelligence 26

Emotional Intelligence Financial Services Decision-making Digitalization 26