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

Red Star Kim

We talked about the importance of employer brands too ( Employer Value Proposition – EVP – at DAC Beachcroft is described in this post PM Conference Report 2022: Strategy implementation (kimtasso.com) ). An important assessment that I use a lot is for Emotional Intelligence (EQ). kimtasso.com). kimtasso.com).

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Referrer and Intermediary Management – Silos, Targets and Culture

Red Star Kim

One delegate reported that her firm arranged regular “Back to the Office” conferences where staff spent time opting to attend different talks (many provided by external speakers) and walking round stalls where the firm’s different services were promoted in interesting ways.

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How to build a winning account management team

Arpedio

How to build a winning account management team Account Management Software ← Back to blog A winning account management team can be your secret weapon to supercharge your company’s growth and customer satisfaction. This can include attending industry conferences, workshops, and online courses.

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Leadership Between Connectedness and AI – A Conversation with Hamza Khan

MDI Training

But to successfully use AI, leaders need skills such as data literacy to understand AI-generated insights, critical thinking to interpret AI recommendations, and emotional intelligence to manage teams effectively. This effort includes staying abreast of industry trends (via news, reading, conferences, etc.),

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Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI (February 2023)

Red Star Kim

There’s a case study of EVP at DAC Beachcroft PM Conference Report 2022: Strategy implementation (kimtasso.com) There were also comments about the importance of flexible working (including WFH). 50% LinkedIn 30% Blogs 20% Facebook How effective do you find social media?

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Preparing M&BD professionals for the future – learning, skills and knowledge transfer

Red Star Kim

At the 28 th PM Forum Annual Conference in September I (in my capacity as Head of Training and Learning Transfer of the Managing Partners’ Forum and PM Forum), co-presented breakout sessions with Julie McConnell of international law firm White & Case. Senior management and human resource professionals stressed the need for transparency.

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Book review: Sales Mind – 48 tools to help you sell by Helen Kensett

Red Star Kim

A chance encounter with Helen Kensett at a recent conference reminded me about her 2016 sales book. I’ve reviewed several books on selling (see the list below) and this one is different as, rather than focusing on the stages in the sales process, it provides pragmatic tips to help. It’s good to see another female author of a sales book.