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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

Developing a business plan was seen as a priority for those who were new in leadership roles in their firms as well as established leaders looking to drive development and growth (see delegate top takeaways below). An important assessment that I use a lot is for Emotional Intelligence (EQ). The need to include purpose (i.e.

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Leadership Between Connectedness and AI – A Conversation with Hamza Khan

MDI Training

Leadership between Connectedness and AI – A Conversation With Hamza Khan For another part of our expert series “ Leadership 4.0: Leadership in the AI Era ,” Leadership Horizon 2023 keynote speaker Hamza Khan agreed to an interview with us. How do you see this concern?

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KAM Leader Series: Shaping Innovative Solutions

Cosawi

KAM Leader Series: Shaping Innovative Solutions By Dominique Côté Co-authored by Tania Lennon, Global Space Lead, Talent Assessment and Leadership at ZS and Dominique Côté, CEO and Founder, Cosawi and Principal, The Summit Group SAMA is proud to offer this 3rd article in the 4-part series on the importance of SAM / KAM leadership.

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How to build a winning account management team

Arpedio

Effective recruitment strategies may include: Behavioral interviews: Conduct in-depth interviews to assess a candidate’s problem-solving skills, emotional intelligence, and their ability to handle challenging client situations. A strong leader can inspire and guide the team to achieve their goals.

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5 Principles That Govern High-Functioning Teams

CMOE

Team members demonstrate leadership and earn the trust of their colleagues. Building high-functioning teams takes time and requires the right leadership skills and strategies. Therefore, team leaders should provide resources such as noise-canceling headphones or quiet time in conference rooms to help strike the right balance.

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

Red Star Kim

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. Recruitment Many delegates reported that a core challenge for their private client team was recruitment. Both to maintain service levels and underpin growth strategies.

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Preparing M&BD professionals for the future – learning, skills and knowledge transfer

Red Star Kim

At the 28 th PM Forum Annual Conference in September I (in my capacity as Head of Training and Learning Transfer of the Managing Partners’ Forum and PM Forum), co-presented breakout sessions with Julie McConnell of international law firm White & Case. Senior management and human resource professionals stressed the need for transparency.