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

Red Star Kim

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “ Managing and growing your private client practice” earlier this month. Private client management and marketing: Business plans, recruitment, assessments and automation.

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The trouble with account managers

Account Management Skills

I read as many reports I can about the state of agency account management and it makes for grim reading. “I But I think the agency business model and how account managers are set up in their roles needs an overhaul before the finger is pointed at their lack of skill/abilities. There’s often a mismatch in expectations.

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Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars

Red Star Kim

The main takeaways for the delegates can be summarised with the following themes: Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars. As we progressed through the analysis and planning stages of a referrer management plan, I was reminded of Henry Mintzberg’s model of “Diagnosis.

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Why agency account managers struggle to think ahead

Account Management Skills

I speak to multiple account managers (AMs) every day. Hybrid’ AMs (project managing as well as responsible for account growth) particularly struggle. They struggle to find time to think about how else they could be bringing value and coming to their clients with new ideas or relevant intel gathered from research.

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10 Essential Skills for Account Managers

Account Management Skills

What’s the most useful skill you need in your Account Manager role and how much formal training have you received? This was the question I posted in a LinkedIn Account Manager Group. Top 10 Skills and Expertise You Need As Account Manager. Essential Account Managers Skills Varies for Each Industry. Time Management.

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Strategic Account Management

ProlifIQ

Strategic Account Management in B2B Welcome to our comprehensive guide on strategic account management. Whether you’re an experienced strategic account manager or aspiring to become one, we share the knowledge and skills needed to excel in this critical role.

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How to systemise account management in your agency, with Alex Raymond

Account Management Skills

In this episode, I talk to Alex Raymond from Kapta about everything to do with account management processes. 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.