Red Star Kim
AUGUST 24, 2023
And for those starting work as a professional adviser, there’s insight into obtaining work through delegation and guidance on meeting your first client. There’s even advice towards the end on how to get your first job – with suggestions on what questions to ask at interviews.
Account Management Skills
FEBRUARY 22, 2024
I sometimes feel they are more concerned with their gmail and booking meetings than with my challenge” – client lead ( “The Future of Account Management” report, IPA 2020 ) The feedback from clients and industry experts is relentless and often scathing about the account manager’s performance.
Red Star Kim
NOVEMBER 13, 2023
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. Business planning Surprisingly, none of the delegates’ firms had a business plan to drive the growth of the private client team.
Red Star Kim
APRIL 17, 2023
Surprisingly, delegates were more likely to use spreadsheets than a CRM for managing client and referrer information. Exercises using referrer organisation briefing sheets (and scorecards) and an individual buyer profile were thought to be very useful.
Account Management Skills
SEPTEMBER 13, 2023
For example, to have time to: Think about their client’s business commercially e.g. download the client’s annual report or download their quarterly investor relations meeting transcript to hear the CEO talk about company performance and pipeline. Account managers generally want to be more informed.
Red Star Kim
AUGUST 1, 2023
Encourage fee-earners to engage in the M&BD planning process During the session – where we explored M&BD theory and frameworks and walked through the process of developing a M&BD plan – we identified several ways to engage fee-earners in the M&BD planning process. At their regular team meetings.
Hubspot Sales
APRIL 4, 2023
Identify one or two relevant examples demonstrating your ability to meet the expectations outlined in the job description. These may include specific projects you worked on, accomplishments you achieved, or skills you developed. For instance, "One example that comes to mind is when I was working with a client who wanted to [X].
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