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

Red Star Kim

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. An important assessment that I use a lot is for Emotional Intelligence (EQ). Two tools were provided to assist with this. kimtasso.com).

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15+ Interview Questions for Consultants [+ Sample Responses]

Hubspot Sales

I have a proven track record of helping clients develop practical and sustainable solutions that consider cost-benefit." For instance, you may work cross-functionally with different departments or have multiple stakeholders to manage. Describe a time when you worked within a cross-functional team to complete a project.