Red Star Kim

NOVEMBER 1, 2023

Protectionism – Some fee-earners could be insecure and defensive about sharing client information and relationships. The culture and rewards systems sometimes worked against integrated client teams. Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking.

Key Account Management 130

Key Account Management Account Management Value Proposition Client Relationships 130

Red Star Kim

OCTOBER 16, 2023

Some were focused on specific sectors such as agriculture, sports and not-for-profit and others had a more international focus (particularly the Caribbean and Middle East). Analyse the bright spots and collect best practice where engagement is high and relationships are productive.

Management 130

Management Emotional Intelligence Onboarding Communication 130

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 130

CRM Marketing Interpersonal Skills Client Relationships 130

Jermaine Edwards

DECEMBER 6, 2023

The more I study trust and the impact and power it has in healthy, profitable and accelerated relationships. This is important because when helping someone in trouble you can’t afford to let emotional empathy overwhelm… Action you can take: Study the power of emotional intelligence. What is trust?

Emotional Intelligence 130

Emotional Intelligence Client Relationships Key Account Management Negotiation 130

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. Both to maintain service levels and underpin growth strategies.

Emotional Intelligence 130

Emotional Intelligence Management Business Planning Value Proposition 130

Red Star Kim

SEPTEMBER 5, 2023

There’s information about Howard Gardener’ multiple intelligences and emotional intelligence. And skills workshops on: Assertiveness, Commerciality, Creativity, Coaching, Consulting, Engagement and buy-in, Selling, Thought Leadership and Writing. So I’m confident you could skip some of this material if necessary.

Facilitation 147

Facilitation e-Learning Emotional Intelligence Key Account Management 147