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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. 67% felt that marketing (generating enquiries) and 33% felt that existing client development was the area requiring most attention.

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How Marketing and Business Development (M&BD) Assistants can shine – Develop knowledge and skills, build personal brand and increase visibility

Red Star Kim

33% Digital marketing, content management and social media 33% Events, seminars/webinars and contact programmes 17% Profile raising, PR and media relations 17% Something else After reviewing those key marketing theories, how would you rate your knowledge?

Marketing 130
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Jul 02 – Customer Success Jobs

SmartKarrot

Use customer interactions to identify new requirements and help define the future development roadmap. Attend online and in-person events and seminars to quickly build an understanding of the sector and the users’ needs. Drive sales strategies for upsell to clients. Conduct group refresher workshops and webinars.

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Sales Training Tips: What Makes a Good Salesperson Great?

Brooks Group

How to Develop a Great Sales Team The journey from being a good salesperson to a great one involves a nuanced understanding of customer dynamics, a commitment to building trust, and the ability to leverage emotional triggers. Developing these skills and habits will build a customer-focused, empathetic, confident—and great—sales team.