Red Star Kim

OCTOBER 16, 2023

This article is a summary of the conversation and key takeaways from a workshop in London for MBL. 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.

Management 130

Management Emotional Intelligence Onboarding Communication 130

Red Star Kim

MARCH 16, 2023

We were joined by delegates from legal, accountancy and consultancy firms for PM Forum’s “Cross-selling and referrer management accelerator” workshop earlier in March. While we discussed various tools and methods to promote cross-selling and referral management, a key theme emerged around changing culture.

Key Account Management 130

Key Account Management Onboarding Communication e-Learning 130

Red Star Kim

JUNE 16, 2022

The MBL workshop on Referrer and Intermediary Management earlier this week combined those in front-line fee-earning roles (e.g. This article focuses on the key themes that arose and contributes to the learning resources for delegates. The Wild West, Cher and Covid – Reflections from a Referrer Management workshop.

Management 130

Management Key Account Management Digitalization Communication 130

Red Star Kim

JUNE 1, 2023

Whilst there are many ways to differentiate (see below) it does imply that you will consider – from the client’s perspective – how your firm’s offering or value proposition is different from the competitors. A key theme that often arises in pitching is how to differentiate. So here I focus on Pitching, differentiation and competitor analysis.

Value Proposition 130

Value Proposition Innovation Marketing Media 130

Red Star Kim

JUNE 15, 2023

One of the questions asked was what tools and systems are used by M&BD people to support research into sectors and client organisations. At the start of June I had the pleasure of leading PM Forum ’s “Towards KAM (and ABM) – Helping fee-earners with client relationship management” online workshop.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Red Star Kim

FEBRUARY 28, 2023

This post summarises some of the key themes emerging from the recent online MBL “How to manage and grow your private client practice” full day session . It is intended to supplement the learning resources for delegates provided on the day – delegate aims, poll results and takeaways are shown below.

Emotional Intelligence 130

Emotional Intelligence Management Business Planning Value Proposition 130

Help Scout

SEPTEMBER 14, 2021

We all know that customer service is important, but if asked exactly why, we might struggle to come up with an articulate answer. We all know that customer service is important, but if asked exactly why, we might struggle to come up with an articulate answer. They just need to be a little more focused with their efforts.

Small Business 127

Small Business Energy and Utilities Decision-making Leadership 127