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Future Marketing and Business Development Manager: Connections, Collaboration, Context, Creativity, Cause and Continuous learning

Red Star Kim

For complex projects we must collaborate with those in other functional specialisms such as finance, technology, people and innovation. Internal clients – Naturally we need to build strong working relationships with our fee-earners. Marketing is the client’s representative within the firm. And in external agencies.

Marketing 130
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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

Connected leadership – How professional relationships (kimtasso.com) Competitors – Analyse who your major competitors are advising and adapt their targeting methods (I’m a little uncomfortable with the current trend to use LinkedIn to review your competitors’ contacts and target them yourself!)

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Software for Financial Services Companies: What’s Your Tech Stack?

Nutshell

LogicGate: LogicGate is an excellent way to level up your data governance, risk, and compliance efforts through a centralized data risk platform with several risk management applications. It’s also a great way to maintain transparency and instill trust with your business’s stakeholders and the governing regulatory bodies.

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Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI (February 2023)

Red Star Kim

There was a discussion about the need for training in this area and the sharing of best practice with frequent touchpoints with finance professionals and clients. 0% Marketing 0% Selling 80% Client relationship management (developing clients) 20% Referrer management Do you have plans to introduce or develop new services?

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Building a Career in Consulting — The Ultimate Guide

Hubspot Sales

Management advice covers operations, strategy, finance, marketing, and governance. However, boutique firms are smaller consultancies that specialize in serving clients in a specific industry. From healthcare to tech, finance, education, and retail, there’s a boutique consulting firm for any industry you can think of.

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56 Strategic Objective Examples for Your Company to Copy

ClearPoint Strategy

Both handle customer finances and investments, but (generally speaking) Goldman Sachs prioritizes high-touch, personal relationships, while E*TRADE values high-tech, self-service relationships. You obviously want great health outcomes, but where do finances fit in? And what about your staff, skills, and technology?

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Consultative sales 4 basic principles and just why the consultative selling process works 

PandaDoc

Let’s delve into the pivotal role consultative selling plays in fostering meaningful client relationships and driving long-term business success. Explore proven strategies to build strong client relationships and navigate the intricacies of consultative selling with confidence. Why is consultative selling important?

Sales 52