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

Red Star Kim

An important assessment that I use a lot is for Emotional Intelligence (EQ). EQ covers a lot of the important abilities people need to support good communications and relationships. Furthermore, whereas personality is fairly fixed we can improve our emotional intelligence. kimtasso.com). kimtasso.com).

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Building and optimizing your diverse, multifunctional “Dream Team”

Strategic Account Management Association

Emotional intelligence. My definition for emotional intelligence is the capacity to be aware of one’s self and to express one’s emotions and handle interpersonal relationships judiciously and empathetically. It starts with communication. Why is that? I think it’s too much one-size-fits-all leadership.

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Telephone skills: Anxiety, voice, etiquette and the client experience

Red Star Kim

All communications were disrupted during lockdown – the telephone once again became a valuable means of communications in the absence of face-to-face meetings. For less experienced people, the telephone is a medium where – as it is a truly interactive mode of communication – there was little control and more uncertainty.

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The definitive guide to effective client onboarding

PandaDoc

This 90-day period, often called “onboarding,” is perhaps the most critical time in the client-business life cycle. An excellent onboarding experience builds trust, addresses concerns, and sets expectations for both the client and your project team. A high-performing company has well-defined yet flexible client onboarding processes.

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Referrer Management – Capacity and Capability

Red Star Kim

A starting point was onboarding where data, preferences, potential and priority assessment took place. Book review: The Management Shift by Vlatka Hlupic (kimtasso.com) Change management book – Switch (Chip & Dan Heath) (kimtasso.com) Education and internal communications People experience anxiety and fear when they are uncertain.

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What is an Outbound Call & How Do You Make Them Effectively?

Hubspot Sales

If you lead a sales team, don’t leave your agents empty-handed; give them the training and resources they need to be prepared to communicate with customers and prospects. Training Sessions One way to gain knowledge and confidence to communicate with prospects and customers is to practice the craft in training sessions.

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How to build a sales enablement strategy

PandaDoc

Sales enablement techniques include using coaching, relevant content, training, and technology to help sales agents onboard, improve their sales skills, and sell more and faster. A successful leader also has excellent people skills and emotional intelligence, meaning they know how to get the best out of their sales teams.

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