Client Relationships Finance Profitability 
Account Management Skills
JANUARY 11, 2022
In this episode we talk about making client relationships more profitable. We covered so many different areas including: What clients really value and how to talk the client language. Why you need to establish and nurture senior client relationships. Welcome to Episode 53.
Red Star Kim
FEBRUARY 8, 2024
Our target markets span large and small businesses; private, public sector and not for profit sectors; centralised and decentralised buying processes; procurement and user-led purchasing behaviour. Essentially a focus on the most profitable clients. So targeting is often more important and more challenging.
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Hubspot Sales
AUGUST 17, 2020
Individuals in this role work with their company’s sales and operations teams to determine the profitability of a customer account. They also develop and implement sales strategies and unique customer offers to generate profits and keep their customers engaged. Establish and maintain customer relationships.
Hubspot Sales
APRIL 25, 2023
Management advice covers operations, strategy, finance, marketing, and governance. Operations Improvement This involves uncovering insights and making recommendations to improve operational efficiency and increase profitability. However, boutique firms are smaller consultancies that specialize in serving clients in a specific industry.
Red Star Kim
NOVEMBER 24, 2023
Thought leadership manual by Tim Prizeman (kimtasso.com) Walking in the client’s shoes Ben Sutton of Grant Thornton and Alain Thys took delegates on the client journey of the future. To future-proof client relationships using clarity, empathy, commitment and flair.
ClearPoint Strategy
JULY 29, 2021
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?
Red Star Kim
FEBRUARY 28, 2023
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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