Red Star Kim

NOVEMBER 13, 2023

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “ Managing and growing your private client practice” earlier this month. Private client management and marketing: Business plans, recruitment, assessments and automation. 10 reasons why (kimtasso.com).

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

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. And co-create a plan. Why do you need a business plan? amongst us.

Management 130

Management Emotional Intelligence Onboarding Communication 130

Red Star Kim

FEBRUARY 14, 2023

Manage limiting beliefs During the coaching module, there was much discussion about limiting beliefs or limiting assumptions. So where they believe that something can’t be done – direct them to consider where others have managed to achieve something similar. Delegate views and poll results are shown below.

Emotional Intelligence 130

Emotional Intelligence Marketing Stakeholders Communication 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 . Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI. Both to maintain service levels and underpin growth strategies.

Emotional Intelligence 130

Emotional Intelligence Management Business Planning Value Proposition 130

Red Star Kim

DECEMBER 5, 2023

Ideas on how to spend any “free” time ranged from competitor and analytics analysis to business plans for teams although some mentioned getting up to date on admin. | Microsoft Dynamics 365 CRM Software | Infor CRM SLX (In 2014, Infor acquired Saleslogix from Sage) What is Intapp CRM?

CRM 130

CRM Marketing Interpersonal Skills Client Relationships 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. What are our goals?

Marketing 130

Marketing Management Emotional Intelligence Leadership 130

Red Star Kim

JANUARY 28, 2024

Last week I was excited to lead an MBL session on “Tackling Change Management – A Workshop for Professional Firms”. Leadership, emotional intelligence and teams in change management. Leadership and change The role of leadership and leaders in change management provoked much energetic discussion.

Emotional Intelligence 130

Emotional Intelligence Leadership Management Facilitation 130