Business Planning, Client Relationships, Emotional Intelligence and Leadership

Proactive marketing and business development executives – CRM, internal engagement and career insights

Red Star Kim

DECEMBER 5, 2023

Leadership and the In-Group/Out-Group Phenomenon (blanchard.com) Create a sense of unity by reminding people we are on the same team and all striving for the same results (happy clients and increased profits). And it is hard to argue with evidence of client sentiment or competitor action.

CRM

CRM Marketing Interpersonal Skills Client Relationships

Referrer Management – Capacity and Capability

Red Star Kim

OCTOBER 16, 2023

Referrer Management – Capacity and Capability Capacity – Rational elements of referrer management Throughout the workshop we considered how leadership and organisation (rational activity) supports effective referrer management. And co-create a plan. Why do you need a business plan?

Management

Management Emotional Intelligence Onboarding Communication

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

Red Star Kim

FEBRUARY 28, 2023

Recruitment Many delegates reported that a core challenge for their private client team was recruitment. Having confident leadership with a strong vision, backed up with a robust business plan and strategy and evidence of progress was attractive to potential recruits.

Emotional Intelligence

Emotional Intelligence Management Business Planning Value Proposition

Strategic Accounts Today

Proactive marketing and business development executives – CRM, internal engagement and career insights

Referrer Management – Capacity and Capability

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

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