Red Star Kim
NOVEMBER 13, 2023
Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team. And 90% didn’t have a marketing plan for private client. EQ covers a lot of the important abilities people need to support good communications and relationships. 10 reasons why (kimtasso.com).
Red Star Kim
SEPTEMBER 29, 2023
The September PM Forum workshop on “ Professional and Practical Skills for Marketing and Business Development (M&BD) Assistants” was attended by 18 delegates from legal, accountancy, consultancy and actuarial firms. And also to support cross-selling and enhance the client experience. How do you stand out from your peers?
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Account Management Skills
JANUARY 21, 2022
If you feel you need to brush up on your listening skills, check out Mark Goulston’s book Just Listen: Discover the Secret to Getting Through to Absolutely Anyone. The book will help you understand how to communicate more effectively with absolutely anyone; clients, colleagues, family members etc.
Red Star Kim
JULY 11, 2022
Communication and education are required to manage expectations and promote enthusiasm and momentum. There are lots of articles on internal communications, buy-in and stakeholder engagement. For example: Internal communication – Why, how and what (kimtasso.com). 40% Selling (winning new clients). Prioritise action.
Red Star Kim
APRIL 17, 2023
Leverage your exemplars to promote good habits I shared a number of stories about how firms can leverage the expertise and experience of their best (exemplar) business developers: Facilitating regular “Talking to Bob” dinners at a property business where junior, intermediate and senior fee-earners could listen to stories about how he managed to identify, (..)
Revegy
FEBRUARY 4, 2020
Part 1: Developing Customer Insights. Dr. Steven Covey, in his book ‘7 Habits of highly effective people’ advises readers to ‘seek first to understand, then to be understood.’ Developing customer insights isn’t a one-time thing, it should be an integrated part of your strategic client development.
Account Management Skills
AUGUST 24, 2021
Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships. We chatted about: – the importance of having a client development plan. – how to avoid client churn.
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