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

Red Star Kim

Private client management and marketing: Business plans, recruitment, assessments and automation. Core challenges for private client law leaders The core challenges identified throughout the day were the interlinked topics of business plans, recruitment, assessments and automation. 10 reasons why (kimtasso.com).

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Coaching and Consulting – People and Problem-Solving skills

Red Star Kim

People and Problem-Solving Skills Facilitating, coaching, mentoring and consulting all require great people skills. Yet there are differences to the extent that they use push (tell) and pull (ask) energy – and the terms under which they are conducted and the processes that they use. The terms (e.g.

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Navigating Change: A Blueprint for Taming Strategic Drift 

Planview

As organizations rush to capitalize on AI strategies, many of them meet the same challenge they’ve met before – strategic drift. Strategic drift could cost organizations up to $1.4 The latest research by Economist Impact , commissioned by Planview, explores the topic of why strategies fail. Wayfaring strategies aren’t uncommon.

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Strategy case studies and more matrices

Red Star Kim

They used the eight step process of John Kotter in his book “Leading Change”. The used an external facilitator and sent an advance questionnaire (positioning, approach to sectors and services, rates of growth, culture, service delivery, learnings from other firms) to all partners.

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The Perplexing Power of Process & Methodology in Complex B2B Sales

Mike Kunkle

“As in other studies we’ve done, this year’s enablement study found that sales process and sales methodology adoption rates above 75% resulted in above-average gains for revenue plan attainment, quota attainment, and win rates, with a big boost at adoption rates greater than 90%.” increase in revenue plan attainment 17.1%

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Elevating Account Management Through Metrics and KPIs

Arpedio

Elevating Account Management Through Metrics and KPIs Explore ARPEDIO's Account Management Software ← Back to blog As companies strive to build lasting relationships with their clients, the need for effective Account Management strategies and tools becomes paramount. Ready to streamline your account planning? Let's talk!

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How to organize your virtual data room with a data room index

PandaDoc

The index is used to simplify the search of information for all parties engaged in any business activity carried out via the data room; in particular, VDRs speed up conducting due diligence. ” Subfolders : Use these for detailed categorization, such as different types of contracts or financial reports. .”