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Referrer Management – Capacity and Capability

Red Star Kim

Delegates included both partners and business development professionals (some with a banking background) from law firms (employment, criminal, disputes, offshore), accountancy practices (audit, forensic, insolvency and restructuring and financial services. Sharing some CRM horror stories felt like much-needed therapy.

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Telephone skills for lawyers and accountants – Confidentiality, client experience, accents and gatekeepers

Red Star Kim

Surveyed a variety of accountants and other financial service businesses and revealed they now receive 31% more calls. An introduction to emotional intelligence (EQ) and empathy (Video) (kimtasso.com) Two thirds felt their personality was mostly dog and a third mostly cat.